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

Building 2BAKER TILLY INVESTMENT ADVISORS

Map pinMADISON, WI
Phone608-249-6622
NotebookSEC #801-54994
Total AUM
$1.7B
Employees
26
Clients
0

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
8:00 AM - 5:00 PM
Monday - Friday
Phone
608-249-6622

ReceiptFinancials

Total AUM
$1.7B
Accounts
2,625
Discretionary
$1.6B
Accounts
2,607
Non-Discretionary
$16.5M
Accounts
18

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILMIMNNCNVNYOHSDTNTXVAWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account