BAKER TILLY INVESTMENT ADVISORS
CRD #111264 SEC #801-54994 MADISON, WI 608-249-6622
SEC Registered
Total AUM
$1.7B
Discretionary
$1.6B
Employees
26
Clients
26
Accounts
2,625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2013 | $1.7B | $1.6B | $16.5M | 26 | 2,500 |
| Dec 2012 | $1.3B | $1.3B | $14.8M | 26 | 500 |
| Aug 2012 | $1.3B | $1.3B | $14.8M | 11 | 500 |
| Apr 2012 | $1.2B | $1.2B | $14.3M | 11 | 500 |
| Mar 2012 | $1.2B | $1.2B | $14.3M | 11 | 500 |
| Aug 2011 | $1.4B | $1.2B | $147.8M | -- | -- |
| Aug 2011 | $1.4B | $1.2B | $147.8M | -- | -- |
| Aug 2010 | $1.2B | $1B | $118.8M | -- | -- |
| Oct 2009 | $940.5M | $877.8M | $62.7M | -- | -- |
| Nov 2007 | $1.3B | $1.3B | $84.1M | -- | -- |
| May 2007 | $951.9M | $520.3M | $431.6M | -- | -- |
| Oct 2005 | $757.1M | $324.3M | $432.8M | -- | -- |
| Aug 2004 | $629.1M | $240.1M | $389M | -- | -- |
| Jul 2004 | $485.7M | $192.7M | $293M | -- | -- |
| Mar 2004 | $485.7M | $192.7M | $293M | -- | -- |
| Aug 2001 | $330M | $285M | $45M | -- | -- |
DateMay 2013
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$16.5M
Employees26
Clients2,500
DateDec 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.8M
Employees26
Clients500
DateAug 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.8M
Employees11
Clients500
DateApr 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$14.3M
Employees11
Clients500
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$14.3M
Employees11
Clients500
DateAug 2011
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$147.8M
Employees--
Clients--
DateAug 2011
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$147.8M
Employees--
Clients--
DateAug 2010
Total AUM$1.2B
Discretionary$1B
Non-Disc.$118.8M
Employees--
Clients--
DateOct 2009
Total AUM$940.5M
Discretionary$877.8M
Non-Disc.$62.7M
Employees--
Clients--
DateNov 2007
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$84.1M
Employees--
Clients--
DateMay 2007
Total AUM$951.9M
Discretionary$520.3M
Non-Disc.$431.6M
Employees--
Clients--
DateOct 2005
Total AUM$757.1M
Discretionary$324.3M
Non-Disc.$432.8M
Employees--
Clients--
DateAug 2004
Total AUM$629.1M
Discretionary$240.1M
Non-Disc.$389M
Employees--
Clients--
DateJul 2004
Total AUM$485.7M
Discretionary$192.7M
Non-Disc.$293M
Employees--
Clients--
DateMar 2004
Total AUM$485.7M
Discretionary$192.7M
Non-Disc.$293M
Employees--
Clients--
DateAug 2001
Total AUM$330M
Discretionary$285M
Non-Disc.$45M
Employees--
Clients--