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Leigh Baldwin & Co LLC
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CRD # | 38751 |
SEC # | 801-69290 |
CIK # | |
AUM | $232.0 MM (2024-03-29) |
Employees | 18 (100% Investors, 100% Brokers) |
Phone | 315-655-2964 |
Address | 112 Albany Street Cazenovia, NY 13035 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 631 | 107.0 |
(b) Individuals (high net worth individuals) | 57 | 101.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 2.0 |
(h) Charitable organizations | 0 | 18.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5 | 3.0 |
(n) Other | 0 | 0.0 |
Total | 957 | 232.0 |
By Discretionary | ||
Discretionary | 957 | 232.0 |
Non-Discretionary | 0 | 0.0 |
Total | 957 | 232.0 |
By Non-United States Persons | ||
Non-United States Persons | 2.8 | |
United States Persons | 229.2 | |
Total | 957 | 232.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Fox Financial Inc
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|
PA | 0.2 |
Pettee Investors Inc
✚
|
CT | 0.2 |
APS Wealth Management LLC
✚
|
NY | 0.2 |
Accretive Wealth Management LLC
✚
|
CA | 0.2 |
Security First Advisors Inc
✚
|
OR | 0.2 |
LPF Advisors LLC
✚
|
FL | 0.2 |
Strategic Financial Partners Ltd
✚
|
OR | 0.2 |
Richmond Brothers Inc
✚
|
MI | 0.2 |
Ballentine Capital Advisors Inc
✚
|
SC | 0.2 |
LSB Capital Management Inc
✚
|
IA | 0.2 |