Baldwin Management

Finance · Brazil · 11-50 Employees

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Overview

Headquarters

1001 Conshohocken State Rd Ste 1-202, We...

Revenue

<$5 Million

Industry

Finance Securities Trading Venture Capital & Private Equity
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
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1
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1

About Baldwin Management

Baldwin Management LLC is a leading provider of investment management and wealth management services specifically tailored for charities and non-profits in Pennsylvania. The firm serves families, foundations, and non-profit institutions as investment advisors and family office specialists, offering a comprehensive array of financial services designed to address the challenges of wealth management. Baldwin utilizes advanced technology and a focus on asset allocation to manage client portfolios effectively, ensuring confidentiality and personalized service. With multiple office locations, Baldwin is committed to simplifying the complexities of wealth management for its diverse clientele.Explore more
Baldwin Management's Social MediaPopular SearchesBaldwin Management LLCSIC Code 62,628NAICS Code 52,523Show more

Baldwin Management Org Chart

PhoneEmail
Eric Meck, Chief Financial Officer at Baldwin Management
Brazil flag for contact location.

Chief Financial Officer

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AB
Brazil flag for contact location.

Chief Operating Officer

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MC
Brazil flag for contact location.

Deputy Managing Director, Tax Services

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GH
Brazil flag for contact location.

Managing Director

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RM
Brazil flag for contact location.

Managing Director

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BM
Brazil flag for contact location.

Deputy Managing Director, Accounting Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baldwin Management

<$5M
11-50
Private
-
1999
Eric Meck, Chief Financial Officer at Baldwin Management
Eric MeckChief Financial Officer
<$5M
1-10
Private
-
-
AL
Angie LohCEO & Founder
<$5M
1-10
Private
-
2011
AW
Allyssa WallerSales & Marketing Specialist
<$5M
1-10
Private
-
2018
SZ
Steve ZhouSenior Portfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
Thomas Holliger, President & Manager, Private Wealth at Holliger Financial Consultants
Thomas HolligerPresident & Manager, Private Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Baldwin Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Baldwin Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Baldwin Management.

Baldwin Management Tech Stack

A closer look at the technologies used by Baldwin Management

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Frequently Asked Questions Regarding Baldwin Management

What is Baldwin Management's official website?
Baldwin Management's official website is www.baldwinmgt.com
What is Baldwin Management's Revenue?
Baldwin Management's revenue is <$5 Million
What is Baldwin Management's SIC code?
Baldwin Management's SIC: 62,628
What is Baldwin Management's NAICS code?
Baldwin Management's NAICS: 52,523
How many employees does Baldwin Management have?
Baldwin Management has 11-50 employees
What industry does Baldwin Management belong to?
Baldwin Management is in the industry of: Finance, Securities Trading, Venture Capital & Private Equity
What is Baldwin Management competition?
Baldwin Management top competitors include: Core Advisors, Pillar Wealth Management, Appaloosa Wealth Management, Koa Wealth Management
What technology does Baldwin Management use?
Some of the popular technologies that Baldwin Management uses are: WordPress.org, Google Font API, YouTube, Microsoft 365
Who is the CFO of Baldwin Management?
Baldwin Management's CFO is Eric Meck
What does Baldwin Management do?

Baldwin Management LLC is a leading provider of investment management and wealth management services specifically tailored for charities and non-profits in Pennsylvania. The firm serves families, foundations, and non-profit institutions as investment advisors and family office specialists, offering a comprehensive array of financial services design... ed to address the challenges of wealth management. Baldwin utilizes advanced technology and a focus on asset allocation to manage client portfolios effectively, ensuring confidentiality and personalized service. With multiple office locations, Baldwin is committed to simplifying the complexities of wealth management for its diverse clientele.Read More

What are Baldwin Management social media links?
Baldwin Management Linkedin page
Is Baldwin Management a public company?
Baldwin Management is private company therefore does not currently have an official ticker symbol
See more information about Baldwin Management

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