Baldrige Asset Management is an investment advisor in Allentown with $612.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454065292
SEC advisor number
801-57985
FINRA CRD number
108396
AUM ?
$539.65 mm
(as of 23 Feb 23)
Accounts
899
(as of 23 Feb 23)
Employees
5
(2 investment advisory or research)
Address
Baldrige Asset Management
7540 WINDSOR DRIVE
SUITE 205
ALLENTOWN
PA 18195
7540 WINDSOR DRIVE
SUITE 205
ALLENTOWN
PA 18195
Phone
6103364395
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
27 Jan 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21
13F-HR
Quarterly holdings report by institutional manager
3 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 Apr 21
13F-HR
Quarterly holdings report by institutional manager
3 Feb 21