# Bakalis Financial Inc.

Bakalis Financial Inc. is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 320860
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/320860

## About

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.

## Sectors

- Private Credit
- Real Estate

## 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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Last updated: 2026-08-10T19:36:47.593Z

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