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Building 2LEIGH BALDWIN & CO., LLC

Map pinCAZENOVIA, NY
Phone315-655-2964
NotebookSEC #801-69290
Total AUM
$290.6M
Employees
16
Clients
684

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
112 ALBANY STREET
CAZENOVIA
NY 13035
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
315-655-2964
Other Offices
8

ReceiptFinancials

Total AUM
$290.6M
Accounts
986
Discretionary
$290.6M
Accounts
986
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
608
AUM
$123.5M
HNW Individual Clients
68
AUM
$139.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Charitable Organization Clients
1
AUM
$22M
Corporation or Business Clients
6
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES FROM OTHER RIA'S

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
CTDEFLGAILMANCNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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