BAKALIS FINANCIAL INC.

BAKALIS FINANCIAL INC. is an SEC-registered investment adviser (CRD 320860). Regulatory assets under management: $28.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 320860
• Type: Registered investment adviser
• Phone: 734-675-6991
• Latest filing: 2026-03-05
• Regulatory AUM: $28.0M
• Discretionary AUM: $28.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 320860 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search