Updated:
Bakalis Financial Inc.
BAKALIS FINANCIAL INC. is a state-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
BAKALIS FINANCIAL INC. is a state-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single team member.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Where does Bakalis Financial Inc. operate geographically?
The firm is headquartered in New York City, with a focus on U.S.-based investments in private credit and real estate. No additional offices are publicly known.
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