LEIGH BALDWIN & CO., LLC
CAZENOVIA, NY · CRD 38751 · IAPD ↗ · 315-655-2964
$290.6MRegulatory AUM
16Advisory reps
16Employees
687Clients
0Planning clients
0Private funds
13States
6Disclosures
wealthSegment
ApprovedSEC status
Filing changes
60
April 2024 — LEIGH BALDWIN & CO., LLC reported RAUM up 29% ($180.0M -> $232.0M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.