# BAKALIS FINANCIAL INC.

BAKALIS FINANCIAL INC. is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 320860
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/320860/brochure
- Similar advisers: https://search.stillhousedata.com/firm/320860/similar
- Related entities: https://search.stillhousedata.com/firm/320860/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/320860

---

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.