PPrivate Fund Data Log in Join · $37/mo

Baker & Yoest Investment Advisers, Inc.

CRD 149115SEC# 801-126096Deerfield, IL
Export (members)
No longer SEC-registered. Baker & Yoest Investment Advisers, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$101.7M
Employees
2
Accounts
78
Location
Deerfield, IL

Baker & Yoest Investment Advisers, Inc. assets under management

Baker & Yoest Investment Advisers, Inc. is a registered investment adviser overseen by the SEC based in Deerfield, IL. It reports $101.7 million in regulatory assets under management and employs 2 people.

Baker & Yoest Investment Advisers, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Glenn Allen Baker ControlPresident, Chief Compliance OfficerOver 75%2008
Lisa Ann Yoest ControlVice PresidentUnder 5%2009

Frequently asked questions

How much does Baker & Yoest Investment Advisers, Inc. manage?

Baker & Yoest Investment Advisers, Inc. reports $101.7 million in regulatory assets under management on its Form ADV.

How many employees does Baker & Yoest Investment Advisers, Inc. have?

Baker & Yoest Investment Advisers, Inc. reports 2 employees.

Where is Baker & Yoest Investment Advisers, Inc. located?

Baker & Yoest Investment Advisers, Inc. is based in Deerfield, IL.

Does Baker & Yoest Investment Advisers, Inc. disclose fund performance?

Baker & Yoest Investment Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address570 Lake Cook Road, Ste 300, Deerfield, IL 60015
Office hours8:30 a.m. - 4:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$101.7M
Total (RAUM)$101.7M