RIA Intel›Advisers›Pennsylvania›BALDRIGE ASSET MANAGEMENT LLC

BALDRIGE ASSET MANAGEMENT LLC

Advisory

N·ALLENTOWN, PA

Data as of Feb 23, 2023 · Source: SEC Form ADV

Total AUM

$540M

1-Year AUM Growth

-11.9%

3-Year CAGR

+8.7%

Employees

2

Assets Under Management

Total AUM$540M

Discretionary AUM$501M

Non-Discretionary AUM$39M

Discretionary %92.9%

Total Clients—

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record42

First FilingJun 7, 2001

Latest FilingFeb 23, 2023

🔒 Full AUM trend chart and 42 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BALDRIGE ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.