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| Leigh Baldwin & Co LLC
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|---|---|
| CRD # | 38751 |
| SEC # | 801-69290 |
| CIK # | 0000946629 |
| AUM | 290.6 M (2026-05-19) |
| Employees | 16 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 315-655-2964 |
| Address | 112 Albany Street Cazenovia, NY 13035 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.2 | ||
| Apple Inc | 4.5 | ||
| Alphabet Inc | 3.1 | ||
| Microsoft Corp | 2.7 | ||
| Amazon Com Inc | 2.7 | ||
| Tesla Motors Inc | 1.8 | ||
| Micron Technology Inc | 1.7 | ||
| United Technologies Corp /DE/ | 1.7 | ||
| GE Vernova Inc | 1.6 | ||
| General Electric Co | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 608 | 123.5 |
| (b) Individuals (high net worth individuals) | 68 | 139.2 |
| (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 | 2.9 |
| (h) Charitable organizations | 0 | 22.0 |
| (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 | 6 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 986 | 290.6 |
| By Discretionary | ||
| Discretionary | 986 | 290.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 986 | 290.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 290.2 | |
| Total | 986 | 290.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000946629] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 687 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Ellerson Group Inc
✚
|
MD | 291.2 M |
|
Kestrel Partners LLP
✚
|
291.0 M | |
|
EPIQ Partners LLC
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|
MN | 290.9 M |
|
Accretive Wealth Management LLC
✚
|
CA | 290.7 M |
|
Lockshield Partners Inc
✚
|
KY | 290.6 M |
|
Birks Financial Corp
✚
|
VA | 290.6 M |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 290.5 M |
|
Martin Capital Partners LLC
✚
|
OR | 290.5 M |
|
M&B Investment Advisors LLC
✚
|
OH | 290.2 M |
|
Fox Hill Wealth Management
✚
|
MA | 290.2 M |