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