1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BALDWIN INVESTMENT MANAGEMENT, LLC

Map pinWEST CONSHOHOCKEN, PA
Phone610-260-1555
NotebookSEC #801-56558
Total AUM
$1.3B
Employees
14
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 CONSHOHOCKEN STATE ROAD
SUITE 1-202
WEST CONSHOHOCKEN
PA 19428
United States
Operating Hours
8:30 - 5:00 PM
Monday - Friday
Phone
610-260-1555
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
707
Discretionary
$1B
Accounts
318
Non-Discretionary
$258.6M
Accounts
389

ContactClients

View more in analytics →

Individual Clients
111
AUM
$68.3M
HNW Individual Clients
157
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$9.1M
Charitable Organization Clients
10
AUM
$95.5M
Other Clients
6
AUM
$6.7M
Description of Other Clients
TRUSTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLMANHNYPATXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account