RIA Intel›Advisers›Illinois›BAKER & COMPANY ADVISORY GROUP INC

BAKER & COMPANY ADVISORY GROUP INC

Advisory

DECATUR, IL

Data as of May 23, 2024 · Source: SEC Form ADV

Rank in IL

#1,571

of 1,719 advisers by AUM

Average account

$149K

across 47 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed May 23, 2024.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

The full client-type breakdown and the share of AUM each category represents.

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-94.7% 1Y

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