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

Education:

A.B. Dartmouth College 1979

Will provide references upon request?

Yes


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:
Suite 205
7540 Windsor Dr
Allentown, PA, 18195

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