Baker Tilly Financial is an investment advisor in Madison with $2.48 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
462648231
SEC advisor number
801-119352
FINRA CRD number
167811
AUM ?
$2.48 bn
(as of 15 Mar 21)
Accounts
1,410
(as of 15 Mar 21)
Employees
30
(18 investment advisory or research)
Office hours
Monday - Friday, 8 A.M. - 5 P.M.
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Baker Tilly Us, LLP | Managing Member | 04/2013 | > 75% |
| Olson, Barbara, R | Chief Compliance Officer | 02/2017 | < 5% |
| Simmerman, Kevin | Chief Operating Officer | 06/2020 | < 5% |
| Droege, Charles | Chief Financial Officer | 06/2020 | < 5% |
| Shawver, Jere | Vice President | 06/2020 | < 5% |
| O'neill, Joseph | President | 06/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21
13F-HR
Quarterly holdings report by institutional manager
30 Jul 21
13F-HR
Quarterly holdings report by institutional manager
28 Apr 21
13F-HR
Quarterly holdings report by institutional manager
3 Feb 21