BALDRIGE ASSET MANAGEMENT
  • BALDRIGE ASSET MANAGEMENT
  • EDWIN ROCKEFELLER BALDRIGE, III, DBA
  • BALDRIGE ASSET MANAGEMENT, INC.
  • BALDRIGE ASSET MANAGEMENT LLC

Adviser Profile

As of Date 07/05/2023
Registration status Terminated
ADV Location ALLENTOWN, PA, United States
Contact Info 610 xxxxxxx
Websites
AUM* 539,653,807 -12%
of that, discretionary 501,146,748 -11%
Number of Employees 5 25%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 602,965 -15%
% High Net Worth 59.00% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

565M 484M 403M 323M 242M 161M 81M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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