← Back to searchVisit website
BALDWIN INVESTMENT MANAGEMENT, LLC
CRD 108922 · SEC 801-56558
1001 CONSHOHOCKEN STATE ROAD, SUITE 1-202, WEST CONSHOHOCKEN, PA, 19428, United States
Phone
610-260-1555
Fax
610-260-1551
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.30B
Discretionary AUM
$1.04B
Team
14 total employees; 11 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $68.3M |
| High net worth individuals | 157 | $1.12B |
| Charitable organizations | 10 | $95.5M |
States served
CA, CO, DE, MA, NY, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD