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BAKER JENSEN INVESTMENT ADVISORS, LLC
BAKER JENSEN INVESTMENT ADVISORS, LLC
SAN JUAN CAPISTRANO, California
·
1 registered advisor
·
CRD# 115086
SEC# 801-67764
949-481-1805
01
Firm Overview
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BAKER JENSEN INVESTMENT ADVISORS, LLC
1 registered advisor
Richard Allen Jensen
SAN JUAN CAPISTRANO, California
CRD# 2361078
05
Office Locations
SAN JUAN CAPISTRANO, California
1 advisor
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Data sourced from SEC Form ADV filings. BAKER JENSEN INVESTMENT ADVISORS, LLC (CRD# 115086) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.