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Baldrige Asset Management Share
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Overview Share
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Allentown, Pennsylvania
$421.8 million AUM
1 office

Baldrige Asset Management is based in Allentown, Pennsylvania and has $421.8 million in assets under management.

Location
7540 Windsor Drive
Suite 205
Allentown, PA 18195
$421.8 million
AUM
4
Employees
AUM Share
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$421,809,446
Assets under management
904 clients
Number of clients
Average investment size is $466,603
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 116 $45,234,687 11% $389,954
High net worth individuals 114 $309,225,392 73% $2,712,503
Pension and profit sharing plans 1 $49,234,617 12% $49,234,617
Charitable organizations 8 $12,493,036 3% $1,561,630
Other corporations or businesses 2 $5,621,714 1% $2,810,857
Employees Share
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4
Employees
2
Investment analysts
50% of total employees
AUM per employee Share
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$421,809,446
Assets under management
$105,452,362
AUM per employee
$210,904,723
AUM per investment analyst
About Share
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Compensation

Baldrige Asset Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Baldrige Asset Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 108,396
SEC number 801-57985
Legal structure Limited Liability Company
Legal governance Pennsylvania, United States
Latest ADV filing date March 13, 2020

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