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BAKER TILLY INVESTMENT ADVISORS
BAKER TILLY INVESTMENT ADVISORS
MADISON, Wisconsin
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1 registered advisor
·
CRD# 111264
SEC# 801-54994
608-249-6622
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BAKER TILLY INVESTMENT ADVISORS
1 registered advisor
Curtis Ross Parish
MADISON, Wisconsin
CRD# 3012655
05
Office Locations
MADISON, Wisconsin
1 advisor
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Data sourced from SEC Form ADV filings. BAKER TILLY INVESTMENT ADVISORS (CRD# 111264) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.