RIA Intel›Advisers›Connecticut›CHRISTOPHER L. BAKOWSKI

CHRISTOPHER L. BAKOWSKI

Advisory

CT

Data as of Dec 5, 2020 · Source: SEC Form ADV

Rank in CT

#1,153

of 1,312 advisers by AUM

Average account

$260K

across 67 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 5, 2020.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCT

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

14 clients

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

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Closest by assets under management. All figures from Form ADV.

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