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ROBERT W. BAIRD & CO. INCORPORATED
MILWAUKEE, WI
414-765-3500
SEC #801-7571Total AUM
$394.1B
Employees
4,322Clients
241,359Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
777 E. WISCONSIN AVENUE
MILWAUKEE
WI 53202-5391
United States
MILWAUKEE
WI 53202-5391
United States
Operating Hours
8:00 A.M. TO 5:00 P.M. CENTRAL
Monday - Friday
Monday - Friday
Phone
414-765-3500
Other Offices
209
Financials
Total AUM
$394.1B
Accounts
367,123Discretionary
$289.5B
Accounts
216,498Non-Discretionary
$104.6B
Accounts
150,625
Clients
Individual Clients
153,711AUM
$33.3B
HNW Individual Clients
82,420AUM
$135B
Banking Clients
18AUM
$492.4M
Investment Company Clients
18AUM
$157.9B
Pooled Vehicle Clients
8AUM
$1.3B
Pension/Profit Sharing Plan Clients
1,709AUM
$17.8B
Charitable Organization Clients
1,433AUM
$7.7B
Government Entity Clients
76AUM
$8.2B
Investment Advisor Clients
254AUM
$480.4M
Insurance Company Clients
22AUM
$8.8B
Corporation or Business Clients
1,669AUM
$19.4B
Other Clients
21AUM
$3.7B
Description of Other Clients
TAFT HARTLEY, UNION PENSION PLANS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
SEE SCHEDULE D
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
HARD DOLLAR PAYMENTS FOR RESEARCH
Compliance
Disclosures
License Revocation/SuspensionMisdemeanor ConvictionOther Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 24 business affiliates.
Claimed Affiliates
Reported as an affiliate by 24 other businesses.