Baird Principal Group Management Company I, Llc

777 EAST WISCONSIN AVENUE, Milwaukee, Wisconsin 53202

SEC CRD#269982
Last ADV filed: 03/31/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

Compensation methods:
Percentage of AUMPerformance-based fees

Disciplinary Disclosures

This firm has 6 disclosures on record with the SEC.

Regulatory actions

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Baird Principal Group Management Company I, Llc — Fiduciary Advisor Profile | FiduciaryListings