Overview
Assets Under Management: $372 million
Headquarters: ALLENTOWN, PA
High-Net-Worth Clients: 111
Average Client Assets: $2.5 million
Frequently Asked Questions
BALDRIGE ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108396), BALDRIGE ASSET MANAGEMENT is subject to fiduciary duty under federal law.
BALDRIGE ASSET MANAGEMENT is headquartered in ALLENTOWN, PA.
BALDRIGE ASSET MANAGEMENT serves 111 high-net-worth clients according to their SEC filing dated March 14, 2018. View client details ↓
According to their SEC Form ADV, BALDRIGE ASSET MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
BALDRIGE ASSET MANAGEMENT manages $372 million in client assets according to their SEC filing dated March 14, 2018.
According to their SEC Form ADV, BALDRIGE ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.09%
Average Client Assets: $2.5 million
Total Client Accounts: 805
Discretionary Accounts: 800
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 108396
Filing ID: 1185106
Last Filing Date: 2018-03-14 14:10:00