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THE J R BAKER GROUP

EST. AUM
$33,479,267

CONTACTS

CLIENT ACCOUNTS
46

Firm Details

Metro area Los Angeles
CRD Number 132931
Website jrbakergroup.com
Client types

Overview

J R Baker Group is an independent registered investment advisory firm that provides personalized investment management and financial planning services. The firm focuses on developing customized investment strategies, retirement planning, and long-term wealth management for individual clients while operating under a fiduciary advisory model. Public information indicates the firm functions as a client-focused investment adviser rather than a manager of pooled investment funds.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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