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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2023
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Insogna, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/WEALTH MANAGER | NA | Control |
| Insogna, Michael, Anthony | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/WEALTH MANAGER | NA | Control |
| BALDRIGE ASSET MANAGEMENT | DE | SOLE MEMBER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | SOLE PROPRIETOR | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | SOLE PROPRIETOR | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/PRESIDENT/SR. WEALTH MANAGER | E | Control |
| BALDRIGE, EDWIN, ROCKEFELLER | I | MANAGING MEMBER/PRESIDENT/SR. WEALTH MANAGER | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
| EDWIN ROCKEFELLER BALDRIGE, III, DBA | DE | PRESIDENT | E | Control |
Registrations
Federal
IA
Feb 23, 2023 REGISTERED
Notice Filings (9)
CA CO FL MA NH NJ NY PA TX
Address
7540 WINDSOR DRIVESUITE 205
ALLENTOWN, PA 18195
United States
Phone: 610-336-4395