Baldrige Asset Management

Baldrige Asset Management (CRD# 108396) is a financial advisory firm headquartered in Allentown, PA. They manage $285,687,168 in 769 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    769
    ACCOUNTS
  • Average Account Value
    $371,505
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, PA, TX

Financial Advisors at Baldrige Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Jeff W. Lanscek
CRD#: 4746541
7540 Windsor Drive, Suite 205, Allentown, PA 19530
93
Wealthminder
score

Jeff Lanscek (CRD# 4746541) is an Investment Advisor Representative working at Baldrige Asset Management in Allentown, PA and has over 12 years of experience in the finance industry.

2
Edwin R. Baldrige
CRD#: 2295239
7540 Windsor Drive, Suite 205, Allentown, PA 18195
76
Wealthminder
score

Edwin Baldrige (CRD# 2295239) is an Investment Advisor Representative working at Baldrige Asset Management in Allentown, PA and has over 23 years of experience in the finance industry. Edwin Baldrige has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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