BALDRIGE ASSET MANAGEMENT LLC
Legal name: BALDRIGE ASSET MANAGEMENT
CRD #108396 SEC #801-57985 ALLENTOWN, PA 610-336-4395
SEC Registered
Total AUM
$539.7M
Discretionary
$501.1M
Employees
5
Clients
101
Accounts
899
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $539.7M | $501.1M | $38.5M | 5 | 1 |
| Dec 2022 | $612.3M | $564.7M | $47.6M | 4 | 3 |
| Jun 2022 | $612.3M | $564.7M | $47.6M | 4 | 3 |
| Mar 2022 | $612.3M | $564.7M | $47.6M | 4 | 3 |
| Jun 2021 | $574.8M | $529.3M | $45.5M | 5 | 0 |
| Mar 2021 | $574.8M | $529.3M | $45.5M | 5 | 0 |
| Jun 2020 | $421.8M | $382.7M | $39.2M | 4 | 0 |
| Mar 2020 | $421.8M | $382.7M | $39.2M | 4 | 0 |
| Mar 2019 | $359.7M | $323.3M | $36.4M | 4 | 0 |
| Mar 2018 | $372.4M | $329.9M | $42.4M | 4 | 0 |
| Feb 2017 | $309.2M | $267.4M | $41.8M | 4 | 200 |
| Jul 2016 | $285.7M | $246.8M | $38.9M | 4 | 200 |
| Feb 2016 | $285.7M | $246.8M | $38.9M | 4 | 200 |
| Feb 2015 | $269.5M | $225.1M | $44.4M | 4 | 100 |
| Nov 2014 | $265M | $216.5M | $48.5M | 4 | 200 |
| Mar 2014 | $265M | $216.5M | $48.5M | 4 | 200 |
| Feb 2014 | $265M | $216.5M | $48.5M | 4 | 200 |
| Dec 2013 | $225.2M | $182.8M | $42.5M | 4 | 200 |
| Feb 2013 | $225.2M | $182.8M | $42.5M | 4 | 200 |
| Jan 2012 | $210M | $168.1M | $41.9M | 1 | 200 |
| Jan 2012 | $204.9M | $159.4M | $45.5M | 1 | 200 |
| Dec 2011 | $204.9M | $159.4M | $45.5M | 1 | 200 |
| Apr 2011 | $204.9M | $159.4M | $45.5M | 5 | -- |
| Jan 2011 | $172.3M | $126.3M | $45.9M | 5 | -- |
| Jan 2010 | $137.6M | $98.9M | $38.8M | 5 | -- |
| May 2007 | $155.9M | $108.4M | $47.5M | 5 | -- |
| Mar 2007 | $155.9M | $108.4M | $47.5M | 5 | -- |
| Feb 2007 | $155.9M | $108.4M | $47.5M | 5 | -- |
| Mar 2006 | $123.3M | $80.1M | $43.2M | 5 | -- |
| Feb 2005 | $43M | $31M | $12M | 5 | -- |
| Jan 2004 | $94M | $43M | $51M | 5 | -- |
| Mar 2002 | $42M | $31M | $11M | 5 | -- |
| Jun 2001 | $45M | $30M | $15M | 5 | -- |
DateFeb 2023
Total AUM$539.7M
Discretionary$501.1M
Non-Disc.$38.5M
Employees5
Clients1
DateDec 2022
Total AUM$612.3M
Discretionary$564.7M
Non-Disc.$47.6M
Employees4
Clients3
DateJun 2022
Total AUM$612.3M
Discretionary$564.7M
Non-Disc.$47.6M
Employees4
Clients3
DateMar 2022
Total AUM$612.3M
Discretionary$564.7M
Non-Disc.$47.6M
Employees4
Clients3
DateJun 2021
Total AUM$574.8M
Discretionary$529.3M
Non-Disc.$45.5M
Employees5
Clients0
DateMar 2021
Total AUM$574.8M
Discretionary$529.3M
Non-Disc.$45.5M
Employees5
Clients0
DateJun 2020
Total AUM$421.8M
Discretionary$382.7M
Non-Disc.$39.2M
Employees4
Clients0
DateMar 2020
Total AUM$421.8M
Discretionary$382.7M
Non-Disc.$39.2M
Employees4
Clients0
DateMar 2019
Total AUM$359.7M
Discretionary$323.3M
Non-Disc.$36.4M
Employees4
Clients0
DateMar 2018
Total AUM$372.4M
Discretionary$329.9M
Non-Disc.$42.4M
Employees4
Clients0
DateFeb 2017
Total AUM$309.2M
Discretionary$267.4M
Non-Disc.$41.8M
Employees4
Clients200
DateJul 2016
Total AUM$285.7M
Discretionary$246.8M
Non-Disc.$38.9M
Employees4
Clients200
DateFeb 2016
Total AUM$285.7M
Discretionary$246.8M
Non-Disc.$38.9M
Employees4
Clients200
DateFeb 2015
Total AUM$269.5M
Discretionary$225.1M
Non-Disc.$44.4M
Employees4
Clients100
DateNov 2014
Total AUM$265M
Discretionary$216.5M
Non-Disc.$48.5M
Employees4
Clients200
DateMar 2014
Total AUM$265M
Discretionary$216.5M
Non-Disc.$48.5M
Employees4
Clients200
DateFeb 2014
Total AUM$265M
Discretionary$216.5M
Non-Disc.$48.5M
Employees4
Clients200
DateDec 2013
Total AUM$225.2M
Discretionary$182.8M
Non-Disc.$42.5M
Employees4
Clients200
DateFeb 2013
Total AUM$225.2M
Discretionary$182.8M
Non-Disc.$42.5M
Employees4
Clients200
DateJan 2012
Total AUM$210M
Discretionary$168.1M
Non-Disc.$41.9M
Employees1
Clients200
DateJan 2012
Total AUM$204.9M
Discretionary$159.4M
Non-Disc.$45.5M
Employees1
Clients200
DateDec 2011
Total AUM$204.9M
Discretionary$159.4M
Non-Disc.$45.5M
Employees1
Clients200
DateApr 2011
Total AUM$204.9M
Discretionary$159.4M
Non-Disc.$45.5M
Employees5
Clients--
DateJan 2011
Total AUM$172.3M
Discretionary$126.3M
Non-Disc.$45.9M
Employees5
Clients--
DateJan 2010
Total AUM$137.6M
Discretionary$98.9M
Non-Disc.$38.8M
Employees5
Clients--
DateMay 2007
Total AUM$155.9M
Discretionary$108.4M
Non-Disc.$47.5M
Employees5
Clients--
DateMar 2007
Total AUM$155.9M
Discretionary$108.4M
Non-Disc.$47.5M
Employees5
Clients--
DateFeb 2007
Total AUM$155.9M
Discretionary$108.4M
Non-Disc.$47.5M
Employees5
Clients--
DateMar 2006
Total AUM$123.3M
Discretionary$80.1M
Non-Disc.$43.2M
Employees5
Clients--
DateFeb 2005
Total AUM$43M
Discretionary$31M
Non-Disc.$12M
Employees5
Clients--
DateJan 2004
Total AUM$94M
Discretionary$43M
Non-Disc.$51M
Employees5
Clients--
DateMar 2002
Total AUM$42M
Discretionary$31M
Non-Disc.$11M
Employees5
Clients--
DateJun 2001
Total AUM$45M
Discretionary$30M
Non-Disc.$15M
Employees5
Clients--