Baker & White, L.L.C. is a large advisory firm based in Arlington. It manages $50 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Baker & White, L.L.C provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Baker & White, L.L.C. is $50 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Baker & White, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Baker & White, L.L.C. performs its advisory services is located at 1415 West Randol Mill Rd., Arlington, TX 76012 The mailing address of the firm is P.O. Box 120427, Arlington, TX 76012. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-861-7099 or by fax 817-861-8099. The normal business hours are 8:15 - 5:15 on Monday - Friday.