BAKER TILLY WEALTH MANAGEMENT, LLC

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

About 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

Firm CRD#:

167811

Firm SEC#:

801-119352

Assets Under Management:

$4,408,957,456

No. of Clients:

2304

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)

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