|
⚲
|
| Baldwin & Clarke Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 105666 |
| SEC # | 801-25587 |
| CIK # | |
| AUM | $320.3 MM (2023-03-31) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Phone | 603-668-4353 |
| Address | 1 Bedford Farms Dr Bedford, NH 03110 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 48.4 |
| (b) Individuals (high net worth individuals) | 101 | 171.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 66.0 |
| (h) Charitable organizations | 3 | 23.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 11.8 |
| (n) Other | 0 | 0.0 |
| Total | 639 | 320.3 |
| By Discretionary | ||
| Discretionary | 362 | 144.9 |
| Non-Discretionary | 277 | 175.4 |
| Total | 639 | 320.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.3 | |
| Total | 639 | 320.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
and Wealth Partners LLC
✚
|
MD | 0.3 |
|
Entrust Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Evergreen Advisors LLC
✚
|
TN | 0.3 |
|
TRU Independence Asset Management 2
✚
|
OR | 0.3 |
|
Graybill Wealth Management Ltd
✚
|
IL | 0.3 |
|
Aspire Wealth Management Corporation
✚
|
MA | 0.3 |
|
Moss LUSE & Womble LLC
✚
|
TX | 0.3 |
|
Headwater Investment Consulting Inc
✚
|
OR | 0.3 |
|
ETFidea LLC
✚
|
NY | 0.3 |
|
Gainplan LLC
✚
|
MI | 0.3 |