⚲
|
Baldwin & Clarke Advisory Services LLC
✚
|
|
---|---|
CRD # | 105666 |
SEC # | 801-25587 |
CIK # | |
AUM | $346.4 MM (2024-06-18) |
Employees | 9 (56% Investors, 11% Brokers) |
Phone | 603-668-4353 |
Address | 1 Bedford Farms Dr Bedford, NH 03110 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 145 | 46.4 |
(b) Individuals (high net worth individuals) | 106 | 194.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 16 | 77.6 |
(h) Charitable organizations | 3 | 26.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 1.3 |
(n) Other | 0 | 0.0 |
Total | 620 | 346.4 |
By Discretionary | ||
Discretionary | 381 | 168.5 |
Non-Discretionary | 239 | 177.9 |
Total | 620 | 346.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 346.4 | |
Total | 620 | 346.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
BCR Wealth Strategies LLC
✚
|
AL | 0.3 |
Virtera Partners LLC
✚
|
OH | 0.3 |
Plan Group Financial Inc
✚
|
OK | 0.3 |
Trellis Wealth Advisors LLC
✚
|
CA | 0.3 |
Elevatus Wealth Management LLC
✚
|
NY | 0.3 |
Newton One Investments LLC
✚
|
DE | 0.3 |
Wealth Advisors of Tampa Bay LLC
✚
|
FL | 0.3 |
Morgan Dempsey Capital Management LLC
✚
|
WI | 0.3 |
Websterrogers Financial Advisors LLC
✚
|
SC | 0.3 |
Mark J Snyder Financial Services Inc
✚
|
NY | 0.3 |