Investment adviser · CRD 111264

BAKER TILLY INVESTMENT ADVISORS

Investment adviser filing (IA)

MADISON, WI, United States · Form ADV filed May 16, 2013

Regulatory AUM
$1.66B
Form ADV · Item 5.F
Client accounts
2,625
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
16
Investment advisory functions

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: May 16, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

TEN TERRACE COURT
MADISON, WI, 53718, United States

CRD 111264

Filing source

Form ADV 704602 · May 16, 2013 · 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.