BAKER TILLY INVESTMENT SERVICES, LLC
Legal name: BAKER TILLY INVESTMENT SERVICES
CRD #300822 SEC #801-114838 MADISON, WI 608-249-6622
SEC Registered
Total AUM
$1.7B
Discretionary
$191.8M
Employees
7
Clients
--
Accounts
86
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2020 | $1.7B | $191.8M | $1.5B | 7 | 0 |
| Aug 2019 | $1.6B | $0 | $1.6B | 8 | 0 |
| Apr 2019 | $1.2B | $0 | $1.2B | 8 | 0 |
| Apr 2019 | $0 | $0 | $0 | 8 | 0 |
| Mar 2019 | $0 | $0 | $0 | 7 | 0 |
| Feb 2019 | $0 | $0 | $0 | 1 | 0 |
| Feb 2019 | $0 | $0 | $0 | 1 | 0 |
DateAug 2020
Total AUM$1.7B
Discretionary$191.8M
Non-Disc.$1.5B
Employees7
Clients0
DateAug 2019
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees8
Clients0
DateApr 2019
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees8
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0