Bakos Investment Management
Bakos Investment Management (CRD# 130351) is a financial advisory firm headquartered in Los Altos, CA. They manage $60,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$1,500,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses