Advisor at Bakalis Financial Inc.
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Firm
Bakalis Financial Inc.
Location
Trenton, MI
Credentials
Series 63, Series 66
Industry experience
13 years
Peter Bakalis is the sole advisor at Bakalis Financial Inc. in Trenton, MI, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior work includes roles at D.H. Hill Advisors, DH Hill Securities, Spc, and Sigma Financial Corporation. Outside of financial advising, he has owned and operated Maalouf Salon since 2009 and maintains an independent insurance agency. Bakalis Financial Inc. provides portfolio management services to individual and high-net-worth clients, utilizing a combination of analytic techniques and modern portfolio theory within a long-term trading framework. The firm manages approximately $26 million in client assets and offers both discretionary and non-discretionary investment mandates.
1.50% annually
Trenton, MI
Michigan
Bakalis Financial Inc.
2022 - Present (4 years)
D.H. Hill Advisors, Inc.
2019 - 2022 (3 years)
DH Hill Securities
2019 - 2022 (3 years)
Spc
2013 - 2018 (5 years)
Sigma Financial Corporation
2013 - 2018 (5 years)
Maalouf Salon (GHGW, Inc.)
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
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CFA®, Series 63
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Affinity Financial Advisory
Series 63, Series 65
Trenton, MI
MFG Capital, Inc.
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