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Home > Retirement Planners > connecticut > riverside > BAXTER INVESTMENT MANAGEMENT
BAXTER INVESTMENT MANAGEMENT
1030 East Putnam Avenue
Riverside, Connecticut 06878
Tel: 203-637-4559
About BAXTER INVESTMENT MANAGEMENT
BAXTER INVESTMENT MANAGEMENT, formally registered with the SEC as BAXTER INVESTMENT MANAGEMENT. The firm was established in 05/01/1959. They have over 1 offices throughout the country.
BAXTER INVESTMENT MANAGEMENT is a Riverside, Connecticut based Financial Planning firm with nearly $915,112,236 assets under management, offering retirement planning & investment advisory services to 985 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106548 |
| SEC# | 801-1939 |
| Assets Managed by Firm | $915,112,236 |
| No. of Clients | 985 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 985 | $915,112,236 |
| Individuals (other than high net worth individuals) | 192 | $69,466,115 |
| High net worth individuals | 196 | $796,536,218 |
| Pension and profit sharing plans | 16 | $16,366,669 |
| Charitable organizations | 6 | $20,513,617 |
| Corporations or other businesses | 6 | $12,229,617 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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