BAKER TILLY INVESTMENT SERVICES, LLC

BAKER TILLY INVESTMENT SERVICES
MADISON, Wisconsin·1 registered advisor·CRD# 300822
SEC# 801-1148382608-249-6622
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Wealth Management
04

Advisors at BAKER TILLY INVESTMENT SERVICES, LLC

1 registered advisor
Vicki Hellenbrand
MADISON, Wisconsin
05

Office Locations

MADISON, Wisconsin
1 advisor

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Data sourced from SEC Form ADV filings. BAKER TILLY INVESTMENT SERVICES, LLC (CRD# 300822) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.