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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-1998
- Office Locations
- 1
Office Locations
About Bakos Investment Management
Bakos Investment Management is a fiduciary RIA (founded 1998) serving individuals and families with portfolio management and financial planning. The firm uses an “Enhanced Core and Satellite” approach—enhanced index-fund cores paired with satellite active managers—built to outperform benchmarks over full market cycles. Provides access to institutional investment products and works with Charles Schwab as custodian; no account minimums.
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Owner & Executives
JOEL ALLAN BAKOS
Principal
- CRD
- #2822240
- Ownership
- 50% but less than 75%
Sherri Bakos
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,603,045 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,603,045 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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