Leigh Baldwin & Co LLC

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Assets, Funds, Holdings

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Leigh Baldwin & Co LLC
CRD #38751
SEC #801-69290
CIK #
AUM $232.0 MM (2024-03-29)
Employees 18 (100% Investors, 100% Brokers)
Phone315-655-2964
Address112 Albany Street
Cazenovia, NY 13035
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002006201220182025
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
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
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