Baker Gallo
RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2
Firm details
- Headquarters
- Midland, Texas
- CRD number
- 337609
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Baker Gallo operates as an accounting firm with a focus on the selection of other advisers. The firm does not engage in traditional investment management activities but instead serves as a capital allocator, guiding clients in their investment decisions by recommending external advisers. This model allows Baker Gallo to leverage expertise from various investment professionals while maintaining a tailored approach to client needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
Midland, TX
Midland
Location
Midland, TX
Headquartered in Midland, TX, anchoring the Midland-Odessa, TX metro in the South.
- Metro area
- Midland-Odessa, TX
- Region
- South
- County
- Midland
- Address
- 4912 N Midkiff Rd
- Time zone
- CT (UTC-6)
- Office locations
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