The BAKER TILLY INVESTMENT SERVICES is a privately held investment adviser that advises $10.37Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BAKER TILLY INVESTMENT SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 97.31% over the last 5-years.
The Group has been registered with the SEC for 25.78 years and is comprised of 3 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at 10900 NE 8TH ST, STE 305, BELLEVUE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 97 employees comprised of 53 investment and 44 non-investment staff. The total number of Employees increased by 14.12% over the last 5-years.
Their $10.37Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 269 other accounts. Assets of High Net Worth Individuals clients own $5.81Bn or 56.06% of Total Assets and Government Entities and Pension Plans own $3.34Bn or 32.25% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing nan% of total assets, respectively.
They advise 8 types of clients, top clients are High Net Worth Individuals and Government Entities and Pension Plans.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
BAKER TILLY INVESTMENT SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.