RIA Intel›Advisers›Wisconsin›BAKER TILLY INVESTMENT SERVICES, LLC

BAKER TILLY INVESTMENT SERVICES, LLC

Advisory

N·MADISON, WI

Data as of Aug 19, 2020 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+8.1%

3-Year CAGR

+1.5%

Employees

4

Assets Under Management

Total AUM$1.7B

Discretionary AUM$192M

Non-Discretionary AUM$1.5B

Discretionary %11.4%

Total Clients—

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingFeb 14, 2019

Latest FilingAug 19, 2020

🔒 Full AUM trend chart and 7 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BAKER TILLY INVESTMENT SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.