Baczkowski & Company

Overview

Baczkowski & Company operates as a small, single-owner advisory practice focused on discretionary portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and favors liquid, equity-oriented strategies. Its filings show a clear preference for exchange-traded equities and ETFs as the core building blocks of client portfolios, with a modest allocation to third-party real estate strategies for diversification. The adviser is not positioned as an ESG investor and is organized as a sole proprietorship with an individual owner. Given the size and structure, the firm functions as a boutique manager that emphasizes direct equity exposure and use of pooled funds where appropriate, rather than broad institutional-style multi-asset mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices