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⚲
|
| Baldwin & Clarke Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 105666 |
| SEC # | 801-25587 |
| CIK # | |
| AUM | $388.1 M (2025-03-24) |
| Employees | 9 (56% Investors, 11% Brokers) |
| Phone | 603-668-4353 |
| Address | 1 Bedford Farms Dr Bedford, NH 03110 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 45.2 |
| (b) Individuals (high net worth individuals) | 115 | 215.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 95.3 |
| (h) Charitable organizations | 3 | 28.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 638 | 388.1 |
| By Discretionary | ||
| Discretionary | 402 | 183.4 |
| Non-Discretionary | 236 | 204.7 |
| Total | 638 | 388.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 388.1 | |
| Total | 638 | 388.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |
|
G&S Capital LLC
✚
|
CO | 0.4 |
|
Timonier Family Office Ltd
✚
|
NC | 0.4 |
|
Wakefield Wealth Management LLLP
✚
|
CO | 0.4 |
|
Kathleen S Wright Associates Inc
✚
|
PA | 0.4 |
|
Certior Financial Group LLC
✚
|
PA | 0.4 |
|
Point Bridge Capital LLC
✚
|
TX | 0.4 |
|
Geneva Partners LLC
✚
|
WI | 0.4 |
|
Signature Wealth Management Partners LLC
✚
|
NJ | 0.4 |
|
Bishop & Company Investment Management LLC
✚
|
PA | 0.4 |