Bakalis Financial Inc.

Overview

Bakalis Financial Inc. is a small, equity-oriented independent advisory firm serving individual and family clients and small businesses. The firm runs discretionary portfolios and charges fees based on a percentage of assets under management, signaling a traditional wealth-management model rather than a commission-driven practice. Its investment posture favors listed equities as the primary risk exposure, while also using mutual funds and annuities for ballast and deploying private capital through venture capital and private placement commitments when appropriate. Advisory activity is concentrated on portfolio management for individuals and small-business owners rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices