Baker Wealth Group LLC
Firm details
- Headquarters
- Lagrange, Georgia
- CRD number
- 317841
- Website
- bakerwealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.73%
- Individuals3.82%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Baker Wealth Group LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. It does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities32%
- Investment Grade Corp Bonds12%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Tyler Baker
PrincipalCRD 6785009
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lagrange, GA
Troup
Location
Lagrange, GA
Headquartered in Lagrange, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Troup
- Address
- 119 Ridley Ave
- Time zone
- ET (UTC-5)
- Office locations
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