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).
Total Assets Under Management286MILLION
Total Number of Accounts769ACCOUNTS
Average Account Value$371,505
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NJ, NY, PA, TX
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.
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.