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Baker & White, L.L.C. (Arlington)


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.

Baker & White, L.L.C: assets under management

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 firm manages $50 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.33 thousand each.

Fees & Commissions

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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Arlington

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.


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