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

Building 2BALDRIGE ASSET MANAGEMENT

Map pinALLENTOWN, PA
Phone610-336-4395
NotebookSEC #801-57985
Total AUM
$539.7M
Employees
5
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7540 WINDSOR DRIVE
SUITE 205
ALLENTOWN
PA 18195
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
610-336-4395
Other Offices
2

ReceiptFinancials

Total AUM
$539.7M
Accounts
899
Discretionary
$501.1M
Accounts
895
Non-Discretionary
$38.5M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
98
AUM
$30.5M
HNW Individual Clients
141
AUM
$447.7M
Pension/Profit Sharing Plan Clients
1
AUM
$51.4M
Charitable Organization Clients
6
AUM
$6M
Corporation or Business Clients
1
AUM
$4.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMANHNJNYPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account