Investment adviser · CRD 115086

BAKER JENSEN INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

SAN JUAN CAPISTRANO, CA, United States · Form ADV filed Jun 25, 2012

Regulatory AUM
$34M
Form ADV · Item 5.F
Client accounts
85
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 25, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30448 RANCHO VIEJO RD, SUITE 105
SAN JUAN CAPISTRANO, CA, 92675-1572, United States

CRD 115086

Filing source

Form ADV 654071 · Jun 25, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.