BAKOS INVESTMENT MANAGEMENT
Firm details
- Headquarters
- ,
- CRD number
- 130351
- Website
- www.bakosinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.65%
- Individuals11.77%
- Charitable Organizations0.57%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bakos Investment Management is a privately held LLC that provides portfolio management primarily to individuals, families and small businesses, with select institutional relationships. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio oversight. Its public materials indicate it does not position itself as an active ESG investor and that owner control is held by an individual principal. Advisory activity centers on customized portfolio management rather than pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 3JOEL BAKOS
PrincipalCRD 2822240
Allyson Bakos
Investment Adviser RepresentativeCRD 7913336
Sherri Bakos
MarketingCRD 8141096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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