Baldwin Investment Management, LLC
Firm details
- Headquarters
- West Conshohocken, Pennsylvania
- CRD number
- 108922
- Registered since
- May 26, 1999
- Website
- www.baldwinmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.13%
- Charitable Organizations7.38%
- Individuals5.28%
- Pension & Profit Sharing Plans0.7%
- Other0.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Baldwin Investment Management, LLC is an independent registered investment adviser that has been operating since 1999. Organized as an LLC and owned by domestic interests and individuals, the firm acts as a capital allocator for both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it charges fees as a percentage of assets under management. The firm identifies as an active ESG investor, which indicates ESG considerations are integrated into its investment process. Baldwin reports that it is not a multi-state adviser and does not function as a pension consultant or related adviser to other firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds9%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$43.9M in ETFs
91%
$40M
3%
$3.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $6.4M | 9,257 | 14.50% |
Location
West Conshohocken, PA
Montgomery
Location
West Conshohocken, PA
Headquartered in West Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1001 Conshohocken State Rd
- Time zone
- ET (UTC-5)
- Office locations
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