Baldwin Investment Management, LLC

Baldwin Investment Management, LLC (CRD# 108922) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $1,087,072,004 in 745 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1001 Conshohocken State Road, Suite 1-202, West Conshohocken, PA 19428
https://www.baldwinmgt.com/
By the Numbers
  • Total Assets Under Management
    1,087
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $1,459,157
Compensation Options
  • A percentage of assets under your management
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.

DE, FL, NY, PA, TX

Financial Advisors at Baldwin Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gary Hess, financial advisor West Conshohocken PA
Gary S. Hess
CRD#: 2531912
1001 Conshohocken State Road, Suite 1-202, West Conshohocken, PA 19428

Gary Hess (CRD# 2531912) is an Investment Advisor Representative working at Baldwin Investment Management, LLC in West Conshohocken, PA and has over 29 years of experience in the finance industry.

2
Jared Quereau, financial advisor West Conshohocken PA
Jared V. Quereau
CRD#: 4016962
1001 Conshohocken State Road, Suite 1-202, West Conshohocken, PA 19428

Jared Quereau (CRD# 4016962) is an Investment Advisor Representative working at Baldwin Investment Management, LLC in West Conshohocken, PA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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