BALDWIN INVESTMENT MANAGEMENT, LLC

1001 Conshohocken State Road
Suite 1-202
West Conshohocken, Pennsylvania 19428
Tel: 610-260-1555

About BALDWIN INVESTMENT MANAGEMENT, LLC

BALDWIN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as BALDWIN INVESTMENT MANAGEMENT, LLC. The firm was established in 05/26/1999. They have over 3 offices throughout the country.

BALDWIN INVESTMENT MANAGEMENT, LLC is a West Conshohocken, Pennsylvania based Financial Planning firm with nearly $1,087,072,004 assets under management, offering retirement planning & investment advisory services to 745 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108922
SEC#	801-56558
Assets Managed by Firm	$1,087,072,004
No. of Clients	745
No. of Advisors	16

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	745	$1,087,072,004
Individuals (other than high net worth individuals)	222	$268,062,817
High net worth individuals	46	$731,311,894
Charitable organizations	8	$82,238,304

More Retirement Planning firms in West Conshohocken, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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