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| Happy Holidays!! thanks for using AUM13F!! |
| Baker & Yoest Investment Advisers Inc
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|---|---|
| CRD # | 149115 |
| SEC # | 801-126096 |
| CIK # | |
| AUM | $101.7 M (2025-03-21) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 847-504-1455 |
| Address | 570 Lake Cook Road Deerfield, IL 60015 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.2 |
| (b) Individuals (high net worth individuals) | 28 | 98.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 101.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 78 | 101.7 |
| Total | 78 | 101.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.7 | |
| Total | 78 | 101.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Opus Private Wealth Group LLC
✚
|
CA | 0.1 |
|
KW Wealth Management LLC
✚
|
0.1 | |
|
Touchstone Capital Inc
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PA | 0.1 |
|
Sandro Wealth Management LLC
✚
|
NJ | 0.1 |
|
Steele Street Capital LLC
✚
|
ME | 0.1 |
|
Ingram Advisory Services LLC
✚
|
FL | 0.1 |
|
Apex Investment Group LLC
✚
|
MA | 0.1 |
|
Statetrust Capital LLC
✚
|
FL | 0.1 |
|
Align Financial LLC
✚
|
MN | 0.1 |
|
Ideal Retirement Solutions LLC
✚
|
FL | 0.1 |