Baker Jensen Investment Advisors, LLC
Baker Jensen Investment Advisors, LLC (CRD# 115086) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $38,423,128 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management38MILLION
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Total Number of Accounts61ACCOUNTS
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Average Account Value$629,887
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Baker Jensen Investment Advisors, LLC
1
Richard Jensen (CRD# 2361078) is an Investment Advisor Representative working at Baker Jensen Investment Advisors, LLC in San Juan Capistrano, CA and has over 30 years of experience in the finance industry.
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