Sign in Sign up for free

Edwin Rockefeller Baldrige, Iii, Dba (Allentown)


Edwin Rockefeller Baldrige, Iii, Dba is a large advisory firm based in Allentown. It manages $204.9 million of regulatory assets for 631 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey, New York, Pennsylvania, and Texas.

Logo



Edwin Rockefeller Baldrige, Iii, Dba provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Edwin Rockefeller Baldrige, Iii, Dba: assets under management

The assets under management (AUM) of Edwin Rockefeller Baldrige, Iii, Dba is $204.9 million. The firm's AUM has grown by 355% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $159.41 million in discretionary accounts and $45.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.55 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edwin Rockefeller Baldrige, Iii, Dba for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Allentown

The principal office where Edwin Rockefeller Baldrige, Iii, Dba performs its advisory services is located at 7540 Windsor Drive, Ste 205, Allentown, PA 18195, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-336-4395 or by fax 610-336- 8394. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.baldrigeasset.com.


Registered investment advisers similar to Edwin Rockefeller Baldrige, Iii, Dba