0001616995-19-000004.txt : 20190304
0001616995-19-000004.hdr.sgml : 20190304
20190304114815
ACCESSION NUMBER: 0001616995-19-000004
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
BAWCUM,GEORGE,LEE,JR.
FILED AS OF DATE: 20190301
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BAKER TILLY MUNICIPAL ADVISORS, LLC
CENTRAL INDEX KEY: 0001616995
IRS NUMBER: 471581747
FILING VALUES:
FORM TYPE: MA-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-03731
FILM NUMBER: 19652591
BUSINESS ADDRESS:
STREET 1: TEN TERRACE COURT
CITY: MADISON
STATE: WI
ZIP: 53718
BUSINESS PHONE: 800-362-7301
MAIL ADDRESS:
STREET 1: TEN TERRACE COURT
CITY: MADISON
STATE: WI
ZIP: 53718
MA-I
1
primary_doc.xml
MA-I
0001616995
XXXXXXXX
Barbara Olson
608-240-2541
barb.olson@bakertilly.com
brian.colton@bakertilly.com
N
N
GEORGE
LEE
BAWCUM
JR.
005818542
N
1
0001616995
BAKER TILLY MUNICIPAL ADVISORS, LLC
BAKER TILLY
03-01-2019
N
867-00880
LOCATED
SUPERVISED
03-01-2019
8365 KEYSTONE CROSSING
STE 300
INDIANAPOLIS
IN
46240
03-2019
BAKER TILLY MUNICIPAL ADVISORS, LLC
INDIANAPOLIS
IN
46240
Y
N
MANAGER
01-2006
03-2019
H.J. UMBAUGH & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, LLP
INDIANAPOLIS
IN
46240
Y
N
REPRESENTATIVE
Y
01-2006
UMBAUGH CASH ADVISORY SERVICES, LLC
8365 KEYSTONE CROSSING
STE 300
INDIANAPOLIS
IN
46240
N
Y
INVESTMENT ADVISER
PORTFOLIO MANAGER
160
PORTFOLIO MANAGER
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
03-01-2019
VICKI V. HELLENBRAND
PRESIDENT