|
⚲
|
| Keyboard |
| Baldwin & Clarke Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 105666 |
| SEC # | 801-25587 |
| CIK # | |
| AUM | 465.7 M (2026-06-10) |
| Employees | 8 (62% Investors, 12% Brokers) |
| Phone | 603-668-4353 |
| Address | 1 Bedford Farms Dr Bedford, NH 03110 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 46.2 |
| (b) Individuals (high net worth individuals) | 126 | 249.4 |
| (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 | 20 | 135.2 |
| (h) Charitable organizations | 3 | 32.9 |
| (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 | 2 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 631 | 465.7 |
| By Discretionary | ||
| Discretionary | 415 | 216.6 |
| Non-Discretionary | 216 | 249.1 |
| Total | 631 | 465.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.7 | |
| Total | 631 | 465.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Coston McIsaac and Partners Inc
✚
|
ME | 466.9 M |
|
Seascape Capital Management LLC
✚
|
NH | 466.9 M |
|
Mark Sheptoff Financial Planning LLC
✚
|
CT | 466.5 M |
|
Wealthvalues LLC
✚
|
CA | 466.5 M |
|
Consilium Wealth Advisory LLC
✚
|
466.0 M | |
|
Clelland & Co Inc
✚
|
CA | 465.7 M |
|
BWM Planning LLC
✚
|
TX | 465.3 M |
|
John F Suby Wealth Management LLC
✚
|
WI | 464.9 M |
|
LPWM LLC
✚
|
MN | 464.8 M |
|
HMV Wealth Advisors LLC
✚
|
LA | 464.8 M |