CAROL H. BALDI, INC.
CRD #106263 SEC #801-15105 NEW YORK, NY 212-697-6266
SEC Registered
Total AUM
$41.7M
Discretionary
$33.5M
Employees
1
Clients
--
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $41.7M | $33.5M | $8.2M | 1 | 11 |
| Mar 2011 | $42.3M | $34M | $8.3M | 5 | -- |
| Mar 2009 | $45.9M | $39.1M | $6.8M | 5 | -- |
| Mar 2008 | $62.6M | $52M | $10.6M | 5 | -- |
| Mar 2007 | $103.8M | $94.6M | $9.2M | 5 | -- |
| Mar 2006 | $101.1M | $92.8M | $8.3M | 5 | -- |
| Sep 2005 | $99.8M | $92.4M | $7.4M | 5 | -- |
| Mar 2004 | $100.4M | $90.6M | $9.8M | 5 | -- |
| Mar 2002 | $110.4M | $95.2M | $15.2M | 5 | -- |
DateMar 2012
Total AUM$41.7M
Discretionary$33.5M
Non-Disc.$8.2M
Employees1
Clients11
DateMar 2011
Total AUM$42.3M
Discretionary$34M
Non-Disc.$8.3M
Employees5
Clients--
DateMar 2009
Total AUM$45.9M
Discretionary$39.1M
Non-Disc.$6.8M
Employees5
Clients--
DateMar 2008
Total AUM$62.6M
Discretionary$52M
Non-Disc.$10.6M
Employees5
Clients--
DateMar 2007
Total AUM$103.8M
Discretionary$94.6M
Non-Disc.$9.2M
Employees5
Clients--
DateMar 2006
Total AUM$101.1M
Discretionary$92.8M
Non-Disc.$8.3M
Employees5
Clients--
DateSep 2005
Total AUM$99.8M
Discretionary$92.4M
Non-Disc.$7.4M
Employees5
Clients--
DateMar 2004
Total AUM$100.4M
Discretionary$90.6M
Non-Disc.$9.8M
Employees5
Clients--
DateMar 2002
Total AUM$110.4M
Discretionary$95.2M
Non-Disc.$15.2M
Employees5
Clients--