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Baldwin & Clarke Advisory Services LLC

● SEC registered since 1985CRD 105666SEC# 801-25587Bedford, NH
Export (members)
Reg. AUM
$388.1M
Employees
9
Accounts
638
Location
Bedford, NH

Baldwin & Clarke Advisory Services LLC assets under management

Baldwin & Clarke Advisory Services LLC operates as an SEC-registered investment adviser based in Bedford, NH. The firm has been registered since 1985. It reports $388.1 million in regulatory assets under management and employs 9 people.

Baldwin & Clarke Advisory Services LLC owners & executives

3 reported
NameTitleOwnershipSince
Baldwin & Clarke Holding Company, LLC ControlHolding CompanyOver 75%2020
Charles Henry Baldwin ControlManaging Member/Chief Compliance OfficerUnder 5%1985
John Joseph Clarke ControlManaging MemberUnder 5%1985

Frequently asked questions

How much does Baldwin & Clarke Advisory Services LLC manage?

Baldwin & Clarke Advisory Services LLC reports $388.1 million in regulatory assets under management on its Form ADV.

How many employees does Baldwin & Clarke Advisory Services LLC have?

Baldwin & Clarke Advisory Services LLC reports 9 employees.

Where is Baldwin & Clarke Advisory Services LLC located?

Baldwin & Clarke Advisory Services LLC is based in Bedford, NH and has been SEC-registered since 1985.

Does Baldwin & Clarke Advisory Services LLC disclose fund performance?

Baldwin & Clarke Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Bedford Farms Dr, Suite 102, Bedford, NH 03110
Phone603-668-4353
Fax603-668-0210
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$183.4M
Non-discretionary$204.7M
Total (RAUM)$388.1M