Edwin R. Baldrige III
Baldrige Asset Management
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $500,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1980
Areas of focus:
- Portfolio Management
Further information about Edwin R. Baldrige III:
Edwin R. Baldrige III, CFP TM, President, has more than thirty years of professional investment experience in a broad range of the financial markets. He graduated from Dartmouth College with an A.B. in Economics. He was a derivatives trader and a member of the Chicago Board of Trade from 1980-1986 and has been a member of the New York Mercantile Exchange (COMEX) since 1982, where he served on the Institutional Investor Committee.
He is a member of the Financial Planning Association (FPA) and a graduate of the College for Financial Planning (CFP), where he obtained the designation of Certified Financial Planner. He has been investing his own and others' money since 1980 and has personal experience in a variety of investment opportunities.
Compensation and Fee Structures:
Fee based on size and complexity.
Licenses, Certifications & Affiliations:
CFP, FPA member
A.B. Dartmouth College 1979
Will provide references upon request?
Further information about Baldrige Asset Management:
(Size of firm: 0-9 advisors)
Baldrige Asset Management is an S.E.C. registered investment advisory firm providing comprehensive investment advice and money management to individuals, corporations, trusts, pensions and endowments.
Our advice, based on more than twenty-five years of investment experience, is built upon a foundation of sound economic principles and hard data, supported by a wealth of real world results. We work closely with clients and their accountants, attorneys, and other advisors to develop effective solutions that help our clients reach their financial goals.
Contact Information for Edwin R. Baldrige III
Phone: (610) 336-4395
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Fax: (610) 336-8394
Address for Edwin R. Baldrige III:
7540 Windsor Dr
Allentown, PA, 18195
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