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BCAS
BALDWIN & CLARKE ADVISORY SERVICES LLC
CRD 105666 · SEC 801-25587
1 BEDFORD FARMS DR, SUITE 102, BEDFORD, NH, 03110, United States
Phone
603-668-4353
Fax
603-668-0210
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$465.7M
Discretionary AUM
$216.6M
Team
8 total employees; 5 advisory reps; 15 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $46.2M |
| High net worth individuals | 126 | $249.4M |
| Pension/profit sharing plans | 20 | $135.2M |
| Charitable organizations | 3 | $32.9M |
| Corporations/business entities | 2 | $2.2M |
States served
ME, MA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD