BAKER TILLY CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
MADISON, Wisconsin
CRD number
115333
Registered since
November 15, 2001

Firm profile

FINTRX

Overview

Baker Tilly Capital, LLC is organized as a limited liability company and is registered with the SEC (registration year 2001). Regulatory classifications identify the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Filings list the owner type as a combination of a domestic entity and an individual. The publicly available snapshot contains little detail about day-to-day advisory or portfolio-management activity. The firm does not report itself as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Barbara Olson

    Chief Compliance OfficerCRD 6715742

Contacts

3 of 25
  • GREGORY SHIREY

    Sr. ManagerCRD 3097433

  • Thomas Walker

    Investment Banking AnalystCRD 8170170

  • Scott Burack

    DirectorCRD 4100569

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth