0001616995-19-000101.txt : 20191127
0001616995-19-000101.hdr.sgml : 20191127
20191127113215
ACCESSION NUMBER: 0001616995-19-000101
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
BALSANO,GREGORY,LEONARD,
FILED AS OF DATE: 20191127
DATE AS OF CHANGE: 20191127
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: 191254574
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
Brian C. Colton
317-465-1500
brian.colton@bakertilly.com
N
N
Gregory
Leonard
Balsano
N
1
0001616995
BAKER TILLY MUNICIPAL ADVISORS, LLC
BAKER TILLY
03-01-2019
N
867-00880
LOCATED
SUPERVISED
03-01-2019
8365 KEYSTONE CROSSING
SUITE 300
INDIANAPOLIS
IN
46240
Greg
Leonard
Balsano
03-2019
Baker Tilly Municipal Advisors, LLC
Indianapolis
IN
46240
Y
N
Senior Consultant
05-2017
03-2019
H.J. Umbaugh & Associates, Certified Public Accountants, LLP
Indianapolis
IN
46240
Y
N
Staff Consultant
08-2013
05-2017
Indiana University
Bloomington
IN
47809
N
N
Full-time Student
08-2009
05-2013
Decatur Twonship Schools
Indianapolis
IN
46221
N
N
Full-time Student
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
N
11-27-2019
Brian C. Colton
Chief Compliance Officer