1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BAKER TILLY INVESTMENT SERVICES

Map pinMADISON, WI
Phone608-249-6622
NotebookSEC #801-114838
Total AUM
$1.7B
Employees
7
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TEN TERRACE COURT
MADISON
WI 53718
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
608-249-6622
Other Offices
2

ReceiptFinancials

Total AUM
$1.7B
Accounts
86
Discretionary
$191.8M
Accounts
5
Non-Discretionary
$1.5B
Accounts
81

ContactClients

View more in analytics →

Government Entity Clients
86
AUM
$1.7B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationInstitutional Portfolio ManagementOther ServicesPublications
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COINMIMNOHWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account