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Charles Henry Baldwin

BALDWIN & CLARKE ADVISORY SERVICES LLC·BEDFORD, New Hampshire
Unclaimed Profile
1 BEDFORD FARMS DR, BEDFORD, NH 03110CRD# 11143Firm CRD# 105666
01

About

Charles Henry Baldwin is a registered financial advisor based in BEDFORD, New Hampshire, affiliated with BALDWIN & CLARKE ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BALDWIN & CLARKE ADVISORY SERVICES LLC
BCAS
AUM
$346M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 11143
Firm CRD# 105666
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Henry Baldwin offer?
Charles Henry Baldwin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Charles Henry Baldwin's credentials?
Charles Henry Baldwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Henry Baldwin located?
Charles Henry Baldwin is based in BEDFORD, New Hampshire, working with BALDWIN & CLARKE ADVISORY SERVICES LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Charles Henry Baldwin charge for services?
Charles Henry Baldwin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALDWIN & CLARKE ADVISORY SERVICES LLC?
BALDWIN & CLARKE ADVISORY SERVICES LLC has approximately 9 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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