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BAKER TILLY WEALTH MANAGEMENT, LLC

Tel: 833-761-0673
4807 Innovate Lane
Madison, Wisconsin  53718

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BAKER TILLY WEALTH MANAGEMENT, LLC

BAKER TILLY WEALTH MANAGEMENT, LLC is a Madison, Wisconsin based financial advisory firm with nearly $4,408,957,456 in assets under management and provides investment advisory services for 2304 clients. There are currently 27 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (INVESTMENT CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

167811

SEC#:

801-119352

No. of Clients:

2304

Assets under Management

$4,408,957,456

No. of Advisors:

27

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