BAKER & YOEST INVESTMENT ADVISERS, INC.

570 Lake Cook Road
Ste 300
Deerfield, Illinois 60015
Tel: 847-504-1455

About BAKER & YOEST INVESTMENT ADVISERS, INC.

BAKER & YOEST INVESTMENT ADVISERS, INC, formally registered with the SEC as BAKER & YOEST INVESTMENT ADVISERS, INC. The firm was established in 07/15/2022. They have over 1 offices throughout the country.

BAKER & YOEST INVESTMENT ADVISERS, INC. is a Deerfield, Illinois based Financial Planning firm with nearly $114,126,564 assets under management, offering retirement planning & investment advisory services to 79 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149115
SEC#	801-126096
Assets Managed by Firm	$114,126,564
No. of Clients	79
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	79	$114,126,564
Individuals (other than high net worth individuals)	6	$3,547,840
High net worth individuals	32	$110,578,724

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