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Baker Tilly Financial

Baker Tilly Financial is an investment advisor in Madison with $2.48B assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
462648231
SEC advisor number
801-119352
FINRA CRD number
167811
AUM ?
$2.48B (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.
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%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 490 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
$35.52M 84.81K
$19.57M 72.25K
$18.33M 133.83K
$15.58M 247.4K
$13.6M 266.35K
$13.42M 3.9K
$12.22M 28.56K
$10.84M 31.18K
$7.74M 3.09K
$7.19M 30.77K
$7.07M 2.89K
$6.67M 147.19K
$6.63M 11.32K
$5.92M 13.77K
$5.7M 23.34K
$4.79M 116.25K
$4.69M 16.06K
$4.52M 31.61K
$4.48M 40.07K
$4.47M 27.13K
$4.47M 15.32K
$4.36M 11.94K
$4.32M 37.28K
$4.27M 27.43K
$4.19M 23.83K
$4.17M 78.69K
$4.16M 21.2K
$4.13M 14.02K
$4.09M 10.2K
$3.88M 4.84K
$3.8M 48.76K
$3.69M 19.82K
$3.66M 14.32K
$3.63M 26.91K
$3.54M 12.72K
$3.49M 49.39K
$3.37M 34.2K
$3.33M 49.32K
$3.33M 21.55K
$3.23M 10.14K
$3.19M 23.94K
$3.18M 4.69K
$3.12M 36.59K
$2.92M 58.06K
$2.85M 72.69K
$2.8M 21.39K
$2.73M 4.97K
$2.7M 5.71K
$2.7M 97.8K
$2.57M 47.4K
Holdings list only includes long positions. Only includes long positions.

Calendar

23 Sep 21
31 May 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings