Baker Tilly Capital, LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 115333
- Registered since
- November 15, 2001
- Website
- www.bakertilly.com
Firm profile
FINTRXOverview
Baker Tilly Capital, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is indicated as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator or an active ESG investor, and it is not listed as a multi-state adviser, pension consultant, or related adviser in the provided profile. Public detail on its client mix, fee arrangements and specific advisory activities is limited in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Barbara Olson
Chief Compliance OfficerCRD 6715742
Contacts
3 of 25
Kelly Baumbach
Executive Manager DirectorCRD 3277458
Scott Burack
DirectorCRD 4100569
Michael Demers
Managing DirectorCRD 2921120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 4807 Innovate Ln
- Time zone
- CT (UTC-6)
- Office locations
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