BALDRIGE ASSET MANAGEMENT LLC

HTTP://WWW.BALDRIGEASSET.COM/ ALLENTOWN, PA Investment Advisor How do I update this listing?

Baldrige Asset Management is based out of Allentown. Baldrige Asset Management is a large advisory firm with 241 clients and discretionary assets under management (AUM) of $382,659,135 (Form ADV from 2020-06-30). Their last reported 13F filing for Q2 2020 included $132,981,000 in managed 13F securities and a top 10 holdings concentration of 49.13%. Baldrige Asset Management's largest holding is Vanguard Short-Term Corporate Bond ETF with shares held of 181,888. Whalewisdom has at least 6 13F filings

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06/30/2020

13F Activity

  • Market Value $132.981 Million
  • Prior Market Value $114.62 Million
  • New Purchases6 stocks
  • Additional Purchases34 stocks
  • Sold out of0 stocks
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 49.13 %
  • Turnover % [1]:7.89%
  • Turnover Alt % [2]: 3.92 %
  • Time Held Top20:4.50 quarters
  • Time Held Top10:3.70 quarters
  • Time Held All:4.16 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 20.46%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BALDRIGE ASSET MANAGEMENT
7540 WINDSOR DRIVE SUITE 205
ALLENTOWN PA    18195
Country: United States

Business Phone: 610-336-4395
Fax: 610-336- 8394
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: PA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 1,932,920
Total Number of Clients: 241
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BALDRIGE ASSET MANAGEMENT LLC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
BALDRIGE, EDWIN, ROCKEFELLER MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
BALDRIGE ASSET MANAGEMENT LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2012-01-01
EDWIN ROCKEFELLER BALDRIGE, III, DBA SOLE PROPRIETOR direct 2000-09-01 2002-03-22
EDWIN ROCKEFELLER BALDRIGE, III, DBA CHIEF COMPLIANCE OFFICER direct 2004-08-01 2011-12-23

BALDRIGE ASSET MANAGEMENT LLC

ownership team - last updated 2020-03-13
Name Title Start Date Direct/Indirect % Ownership

BALDRIGE ASSET MANAGEMENT LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
BALDRIGE, EDWIN, ROCKEFELLER MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
BALDRIGE ASSET MANAGEMENT LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2012-01-01
EDWIN ROCKEFELLER BALDRIGE, III, DBA SOLE PROPRIETOR direct 2000-09-01 2002-03-22
EDWIN ROCKEFELLER BALDRIGE, III, DBA CHIEF COMPLIANCE OFFICER direct 2004-08-01 2011-12-23

BALDRIGE ASSET MANAGEMENT LLC

ownership team - last updated 2017-02-16
Name Title Start Date Direct/Indirect % Ownership
BALDRIGE, EDWIN, ROCKEFELLER MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 01/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
BALDRIGE ASSET MANAGEMENT LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2012-01-01
EDWIN ROCKEFELLER BALDRIGE, III, DBA SOLE PROPRIETOR direct 2000-09-01 2002-03-22
EDWIN ROCKEFELLER BALDRIGE, III, DBA CHIEF COMPLIANCE OFFICER direct 2004-08-01 2011-12-23

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