BALDRIGE ASSET MANAGEMENT LLC

HTTP://WWW.BALDRIGEASSET.COM/ ALLENTOWN, PA Investment Advisor How do I update this listing?

Baldrige Asset Management is based out of Allentown. Baldrige Asset Management is a large advisory firm with 225 clients and discretionary assets under management (AUM) of $323,252,387 (Form ADV from 2019-03-28). Their last reported 13F filing for Q1 2019 included $102,447,000 in managed 13F securities and a top 10 holdings concentration of 48.76%. Baldrige Asset Management's largest holding is Vanguard Short-Term Corporate Bond ETF with shares held of 155,090. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.87%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BALDRIGE ASSET MANAGEMENT
7540 WINDSOR DRIVE, STE 205
ALLENTOWN PA    18195
Country: United States

Business Phone: 610-336-4395
Fax: 610-336- 8394
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 1,695,650
Total Number of Clients: 225
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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