Baldwin & Clarke Advisory Services Review

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Baldwin & Clarke Advisory Services, federally registered in 1985, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 8 advisors. Baldwin & Clarke Advisory Services manages $215.9 million and provides investment advisory services for 229 clients (1:29 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $150,000
Average Client Balance $942,582
Hybrid Advisor No
Disciplinary History No
Total AUM $215.9 million
Advisor / Client Ratio 1:29
Headquarters Bedford, NH
SEC Filings Forms and Brochures    (CRD # 105666)
State(s) Registered FL, ME, MA, NH

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