Baker Tilly Investment Services, LLC (Madison)

Name: Baker Tilly Investment Services, LLC
Address: Ten Terrace Court, Madison, WI, 53718
Telephone: 608-249-6622

Baker Tilly Investment Services, LLC is a large advisory firm based in Madison. It manages $1.55 billion of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Colorado, Indiana, Michigan, and 3 other states.

Baker Tilly Investment Services provides portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, educational seminars and workshops, and investment consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Baker Tilly Investment Services: assets under management

The assets under management (AUM) of Baker Tilly Investment Services, LLC is $1.55 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in other assets the most. They account for 43% of the total AUM. The second-largest asset type is government bonds, which make up 31% of the firm’s portfolio. Investments in cash and cash equivalents form 23% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baker Tilly Investment Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Baker Tilly Investment Services serves?

The only and largest group of clients of Baker Tilly Investment Services is state or municipal government entities with 79 clients and $1.55 billion of assets under management. Among the 7 most similar advisory firms, Baker Tilly Investment Services has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $1.55 billion for 79 clients. None of the firm’s clients are foreign persons or businesses.

Baker Tilly Investment Services doesn't advise any private funds.

Careers at Baker Tilly Investment Services, LLC

The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llp Baker Tilly Virchow Krause	Sole owner/managing member	1 Feb 2019	75% - 100%	39-0859910
Barbara R Olson	Chief compliance officer	1 Feb 2019	Other	6715742

Based in Madison

The principal office where Baker Tilly Investment Services, LLC performs its advisory services is located at Ten Terrace Court, Madison, WI 53718 The mailing address of the firm is Po Box 7398, Madison, WI 53707 7398. An additional office of the firm is in Indianapolis, IN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-249-6622 or by fax 608-249-8532. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at bakertilly.com.