Baldwin Investment Management, LLC
West Conshohocken, PA·SEC-registered · CRD #108922
Baldwin Investment Management, LLC is an SEC-registered investment advisory firm in West Conshohocken, PA managing $1.3B across 1.1k client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
1.1k
Advisory staff
11
Fee model
Fee-only
How Baldwin Investment Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Baldwin Investment Management, LLC
How much does Baldwin Investment Management, LLC manage?
Per its most recent SEC Form ADV filing (03/16/2026), Baldwin Investment Management, LLC reports $1.3B in regulatory assets under management across roughly 1.1k client accounts.
How does Baldwin Investment Management, LLC charge?
Baldwin Investment Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Baldwin Investment Management, LLC a fiduciary?
Yes. Baldwin Investment Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #108922), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Baldwin Investment Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Baldwin Investment Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in West Conshohocken, PA
Profile compiled from Baldwin Investment Management, LLC's public SEC Form ADV filing (CRD #108922, filed 03/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Baldwin Investment Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Baldwin Investment Management, LLC? Claim this profile.