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ROBERT W. BAIRD & CO. INCORPORATED

777 E. Wisconsin Avenue
Milwaukee, Wisconsin 53202-5391
Tel: 414-765-3500

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About ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W BAIRD & CO INCORPORATED, formally registered with the SEC as ROBERT W BAIRD & CO INCORPORATED. The firm was established in 07/14/1971. They have over 162 offices throughout the country.

ROBERT W. BAIRD & CO. INCORPORATED is a Milwaukee, Wisconsin based Financial Planning firm with nearly $247,790,348,025 assets under management, offering retirement planning & investment advisory services to 316065 clients. The firm is staffed with 4071 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#8158
SEC# 801-7571
Assets Managed by Firm $247,790,348,025
No. of Clients 316065
No. of Advisors 4071

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commision Based
  • Performance Based
  • Other(HARD DOLLAR PAYMENTS FOR RESEARCH)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total316065$247,790,348,025
Individuals (other than high net worth individuals)141619$31,138,042,693
High net worth individuals49319$77,343,209,133
Pension and profit sharing plans1701$12,410,284,505
Charitable organizations1212$5,275,622,629
Other investment advisersFewer than 5 clients$538,819,143
Corporations or other businesses1418$13,785,667,016
Inquire with ROBERT W. BAIRD & CO. INCORPORATED

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