Baldwin & Clarke Advisory Services LLC

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Assets, Funds, Holdings

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Baldwin & Clarke Advisory Services LLC
CRD #105666
SEC #801-25587
CIK #
AUM $346.4 MM (2024-06-18)
Employees 9 (56% Investors, 11% Brokers)
Phone603-668-4353
Address1 Bedford Farms Dr
Bedford, NH 03110
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
3502802101407002001200920172025
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
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Wealth Advisors of Tampa Bay LLC
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Morgan Dempsey Capital Management LLC
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Websterrogers Financial Advisors LLC
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Mark J Snyder Financial Services Inc
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