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BAKER JENSEN INVESTMENT ADVISORS, LLC
CRD 115086 · SEC 801-67764
501 EL CAMINO REAL, SUITE 244, SAN CLEMENTE, CA, 92672, United States
Phone
949-481-1805
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$38.9M
Discretionary AUM
$37.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $4.0M |
| High net worth individuals | 31 | $29.8M |
| Pension/profit sharing plans | 2 | $1.4M |
| Corporations/business entities | 3 | $3.7M |
All web addresses on file
Official SEC filing: View on IAPD