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BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
777 E. Wisconsin Avenue
Milwaukee, Wisconsin 53202
Tel: 414-765-3500
About BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC, formally registered with the SEC as BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC. The firm was established in 08/02/2023. They have over 2 offices throughout the country.
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $84,032,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326646 |
| SEC# | 801-128232 |
| Assets Managed by Firm | $84,032,000 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $84,032,000 |
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