Investment adviser · CRD 300822
BAKER TILLY INVESTMENT SERVICES
Investment adviser filing (IA)
BAKER TILLY INVESTMENT SERVICES, LLC
MADISON, WI, United States · Form ADV filed Aug 19, 2020
- Regulatory AUM
- $1.68B Form ADV · Item 5.F
- Client accounts
- 86 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 86 | $1,676,420,038 | 100.0% |
Filing source
Form ADV 1448578 · Aug 19, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Aug 19, 2020. View historical filings
Reported services
Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
TEN TERRACE COURTMADISON, WI, 53718, United States
CRD 300822
Filing source
Form ADV 1448578 · Aug 19, 2020 · 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.