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Item 1 Cover Page BAKER TILLY INVESTMENT ADVISORS, L.P. FORM ADV PART 2A INFORMATION 10 Terrace Court, Madison, WI 53718 Phone 800 362 7301 ? Fax 608 249 2938 bakertilly.com/Investment-Advisors May
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Baker Tilly Investment Advisors is a financial advisory firm that provides investment management and financial planning services to individuals and institutions.
Individuals and institutions who use the services of Baker Tilly Investment Advisors are required to file with them.
To fill out Baker Tilly Investment Advisors, you will need to provide them with your financial information and investment goals. They will then use this information to create a personalized investment strategy for you.
The purpose of Baker Tilly Investment Advisors is to help individuals and institutions manage their investments and achieve their financial goals through expert advice and strategic planning.
On Baker Tilly Investment Advisors, you will need to report your personal and financial information, including your income, assets, liabilities, and investment holdings.
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