Sign in Sign up for free

The Baker Group, LP (Oklahoma City)


The Baker Group, LP is a large advisory firm based in Oklahoma City. It manages $40.23 million of regulatory assets for 227 client accounts. It has been registered with the SEC as an adviser since 2005.

Logo



The Baker Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Baker Group: assets under management

The assets under management (AUM) of The Baker Group, LP is $40.23 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $37.63 million in discretionary accounts and $2.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.01 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $217.35 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Baker Group, LP for their services and products based on a percentage of assets under management. 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.

Based in Oklahoma City

The principal office where The Baker Group, LP performs its advisory services is located at 1601 N W Expressway, Oklahoma City, OK 73118 1426 The mailing address of the firm is 1601 N W Expressway, 20 Th Flr(Suite 2000), Oklahoma City, OK 73118. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-415-7200 or by fax 405-415-7199. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.jamesbaker.com.


Registered investment advisers similar to The Baker Group, LP