Baird Kailash Group, LLC is an investment adviser to an investment company based in Milwaukee. It manages $34 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Massachusetts and Wisconsin.
Baird Kailash Group provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Baird Kailash Group, LLC is $34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Baird Kailash Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mary Ellen Stanek has been acting as President since 1 Dec 2013. William Walter Mahler joined the executive team most recently as the Director.
The principal office where Baird Kailash Group, LLC performs its advisory services is located at 777 E Wisconsin Ave, Milwaukee, WI 53202 5300, which is also the mailing address of the firm. An additional office of the firm is in Wayland, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 414-765-3500 or by fax 414-298-7800. The normal business hours are 8:00 am to 5:00 pm central on Monday - Friday.