Be advised. This firm is no longer registered.

Baldrige Asset Management

Baldrige Asset Management (CRD# 108396) is a financial advisory firm headquartered in Allentown, PA. They manage $539,653,807 in 899 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    540
    MILLION
  • Total Number of Accounts
    899
    ACCOUNTS
  • Average Account Value
    $600,282
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, NH, NJ, NY, PA, TX

Financial Advisors at Baldrige Asset Management
No Advisor Found.
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