Edwin Rockefeller Baldrige, Iii, Dba is a large advisory firm based in Allentown. It manages $204.9 million of regulatory assets for 631 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Jersey, New York, Pennsylvania, and Texas.
Edwin Rockefeller Baldrige, Iii, Dba provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Edwin Rockefeller Baldrige, Iii, Dba is $204.9 million. The firm's AUM has grown by 355% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Edwin Rockefeller Baldrige, Iii, Dba for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Edwin Rockefeller Baldrige, Iii, Dba performs its advisory services is located at 7540 Windsor Drive, Ste 205, Allentown, PA 18195, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-336-4395 or by fax 610-336- 8394. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.baldrigeasset.com.