BAKER & YOEST INVESTMENT ADVISERS, INC.
CRD #149115 SEC #801-126096 DEERFIELD, IL 847-504-1455
SEC Registered
Total AUM
$101.7M
Discretionary
$0
Employees
2
Clients
0
Accounts
78
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $101.7M | $0 | $101.7M | 2 | 0 |
| Sep 2024 | $114.1M | $0 | $114.1M | 2 | 0 |
| Mar 2024 | $114.1M | $0 | $114.1M | 2 | 0 |
| Mar 2023 | $100.4M | $0 | $100.4M | 2 | 0 |
| Oct 2022 | $123.1M | $0 | $123.1M | 2 | 0 |
| Jun 2022 | $123.1M | $0 | $123.1M | 2 | 0 |
| Jun 2012 | $45.5M | $0 | $45.5M | 1 | 26 |
| May 2012 | $45.5M | $0 | $45.5M | 1 | 26 |
| May 2012 | $45.5M | $0 | $45.5M | 1 | 26 |
| Mar 2012 | $45.5M | $0 | $45.5M | 1 | 26 |
DateMar 2025
Total AUM$101.7M
Discretionary$0
Non-Disc.$101.7M
Employees2
Clients0
DateSep 2024
Total AUM$114.1M
Discretionary$0
Non-Disc.$114.1M
Employees2
Clients0
DateMar 2024
Total AUM$114.1M
Discretionary$0
Non-Disc.$114.1M
Employees2
Clients0
DateMar 2023
Total AUM$100.4M
Discretionary$0
Non-Disc.$100.4M
Employees2
Clients0
DateOct 2022
Total AUM$123.1M
Discretionary$0
Non-Disc.$123.1M
Employees2
Clients0
DateJun 2022
Total AUM$123.1M
Discretionary$0
Non-Disc.$123.1M
Employees2
Clients0
DateJun 2012
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees1
Clients26
DateMay 2012
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees1
Clients26
DateMay 2012
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees1
Clients26
DateMar 2012
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees1
Clients26