# BAKER TILLY INVESTMENT ADVISORS

BAKER TILLY INVESTMENT ADVISORS of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 111264
- Type: SEC-registered investment adviser
- SEC file number: 801-54994
- Location: TEN TERRACE COURT, MADISON, WI, 53718
- Phone: 608-249-6622
- Latest filing: 2013-05-16
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $16.5M
- Clients: 26
- Accounts: 2,625

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| PUGLIESE JOHN | MARKET MANAGER | — |
| POWERS PATRICK DAVID | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENT | — |
| EGAN MICHAEL JOSEPH | MEMBER | — |
| BRONFMAN MATTHEW | DIRECTOR; MANAGER; MEMBER (+2 more) | — |
| PARISH CURTIS ROSS | DIRECTOR; MARKET MANAGER; MEMBER | — |
| POWELL SCOTT RAY | DIRECTOR, WEALTH MANAGEMENT | — |
| PIERCE GREGORY BRYAN | MARKET MANAGER | — |
| GULSETH MATTHEW JAMES | MARKET MANAGER | — |
| DIEKVOSS TAL JOHN | MEMBER; PRESIDENT, MEMBER | — |
| SOUKUP LARRY | DIRECTOR | — |
| STAFFORD DANIEL GLENN | MEMBER | — |
| WALLER DAVID ALLEN | MEMBER | — |
| HOOYMAN STEVEN NICHOLAS | MANAGING DIRECTOR; MARKET MANAGER | — |
| BROWN LINDA KAY | MARKET MANAGER | — |
| TABER MARK ALAN | CHIEF COMPIANCE OFFICER / CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER | — |
| KEMP DAVID MICHAEL | MARKET MANAGER | — |
| PARISH STEVEN ROLAND | DIRECTOR, LIMITED PARTNER, PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| KRONICK HARMONY MARIE | CHIEF COMPLIANCE OFFICER; OPERATIONS MANAGER | — |
| GEVA ALMOG | DIRECTOR; MANAGER | — |
| GOLDSTEIN ELI | DIRECTOR; MANAGER | — |
| SHULEM FISHER YAACOV | MEMBER | — |
| BRONFMAN JR EDGAR MILES | TRUSTEE | — |
| FORESTER DE ROTHSCHILD LYNN | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111264/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111264/similar
- Related entities: https://search.stillhousedata.com/firm/111264/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111264

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.