Baker & Yoest Investment Advisers, Inc.
CRD 149115SEC# 801-126096Deerfield, IL
No longer SEC-registered. Baker & Yoest Investment Advisers, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$101.7M
Employees
2
Accounts
78
Location
Deerfield, IL
Baker & Yoest Investment Advisers, Inc. assets under management
Baker & Yoest Investment Advisers, Inc. is a registered investment adviser overseen by the SEC based in Deerfield, IL. It reports $101.7 million in regulatory assets under management and employs 2 people.
Baker & Yoest Investment Advisers, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Glenn Allen Baker Control | President, Chief Compliance Officer | Over 75% | 2008 |
| Lisa Ann Yoest Control | Vice President | Under 5% | 2009 |
Frequently asked questions
How much does Baker & Yoest Investment Advisers, Inc. manage?
Baker & Yoest Investment Advisers, Inc. reports $101.7 million in regulatory assets under management on its Form ADV.
How many employees does Baker & Yoest Investment Advisers, Inc. have?
Baker & Yoest Investment Advisers, Inc. reports 2 employees.
Where is Baker & Yoest Investment Advisers, Inc. located?
Baker & Yoest Investment Advisers, Inc. is based in Deerfield, IL.
Does Baker & Yoest Investment Advisers, Inc. disclose fund performance?
Baker & Yoest Investment Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 570 Lake Cook Road, Ste 300, Deerfield, IL 60015 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$101.7MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$101.7Mregulatory AUM
Discretionary $0Non-discretionary $101.7M