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Michael Anthony Insogna

BALDRIGE ASSET MANAGEMENT LLC·ALLENTOWN, Pennsylvania
Series 65Clean record5 years registeredBALDRIGE ASSET MANAGEMENT LLC
7540 WINDSOR DRIVE, ALLENTOWN, PA 18195CRD# 7340002Firm CRD# 108396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Anthony Insogna · ALLENTOWN, PA
Registration
CRD #7340002 · BALDRIGE ASSET MANAGEMENT LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

MODERA WEALTH MANAGEMENT, LLC
Jul 2023 – present
BALDRIGE ASSET MANAGEMENT
Feb 2021 – Jun 2023
ALLENTOWN, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 18, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BALDRIGE ASSET MANAGEMENT LLC
CRD 108396 · SEC 801-57985
AUM
$540M
Regulatory assets under management
Employees
5
899 client accounts
Services offered by BALDRIGE ASSET MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BALDRIGE ASSET MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Anthony Insogna offer?
Michael Anthony Insogna specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Michael Anthony Insogna's credentials?
Michael Anthony Insogna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Anthony Insogna located?
Michael Anthony Insogna is based in ALLENTOWN, Pennsylvania, working with BALDRIGE ASSET MANAGEMENT LLC. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does Michael Anthony Insogna charge for services?
Michael Anthony Insogna'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 BALDRIGE ASSET MANAGEMENT LLC?
BALDRIGE ASSET MANAGEMENT LLC has approximately 5 employees and manages $540M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Edwin Rockefeller Baldrige
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CFP

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