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Leigh Baldwin & CO., LLC

Headquartered in CAZENOVIA, NY

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Firm Information

Leigh Baldwin & CO., LLC is a Limited Liability Company headquartered in Cazenovia, NY, that was formed on January 31, 1995. The firm is registered with the SEC and offers investment advisory services, including financial planning, portfolio management for individuals, and selection of other advisers. The firm has approximately $232,011,373 in regulatory assets under management and serves a diverse clientele, including individuals, high-net-worth individuals, corporations, and charitable organizations.

Leigh Baldwin & CO., LLC

112 ALBANY STREET

CAZENOVIA, NY 13035

$232.01M

Assets Under Management

642

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees from other ria's

Branch Locations (19)

LEIGH BALDWIN & CO., LLC has a total of 19 branch locations across the country.
location

NORWICH, NY

location

PITTSBURGh, PA

location

CAZENOVIA, NY

location

CLARKS SUMMIT, PA

location

ROCHESTER, NY

location

Liverpool, NY

location

WILKES BARRE, PA

location

Moravia, NY

location

WALLINGFORD, CT

location

FAYETTEVILLE, NY

location

UTICA, NY

location

Murphy, NC

location

Stanhope, NJ

location

Syracuse, NY

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Manlius, NY

location

Millville, DE

location

Verona Beach, NY

location

Blossvale, NY

location

SYRACUSE, NY

Advisors at Leigh Baldwin & CO., LLC

View All 36 Advisors
Unclaimed
Michael Alvin Woltman

RA

CAZENOVIA, NY

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Unclaimed
Wayne Joseph Gross

ROCHESTER, NY

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Unclaimed
Matthew Douglas Chaffee

NORWICH, NY

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Unclaimed
David Wayne Kamp

CAZENOVIA, NY

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Unclaimed
Charles Francis Sovik

RA

CAZENOVIA, NY

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Unclaimed
Daniel Alfred Parkin

RA

CAZENOVIA, NY

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Unclaimed
Melissa Norwicke

RA

Stanhope, NJ

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Unclaimed
Timothy Edward Frank

CAZENOVIA, NY

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Disclosures

There are 3 public disclosures for Leigh Baldwin & CO., LLC. Review regulatory record here.

Frequently Asked Questions (8)

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