LEIGH BALDWIN & CO., LLC

112 Albany Street
Cazenovia, New York 13035
Tel: 315-655-2964

About LEIGH BALDWIN & CO., LLC

LEIGH BALDWIN & CO, LLC, formally registered with the SEC as LEIGH BALDWIN & CO, LLC. The firm was established in 06/24/2008. They have over 12 offices throughout the country.

LEIGH BALDWIN & CO., LLC is a Cazenovia, New York based Financial Planning firm with nearly $232,011,373 assets under management, offering retirement planning & investment advisory services to 957 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	38751
SEC#	801-69290
Assets Managed by Firm	$232,011,373
No. of Clients	957
No. of Advisors	18

Fee Structure

A percentage of AUM
Other (SOLICITOR/REFERRAL FEES FROM OTHER RIA'S)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	957	$232,011,373
Individuals (other than high net worth individuals)	631	$106,962,053
High net worth individuals	57	$101,498,478
Pension and profit sharing plans	Fewer than 5 clients	$1,986,913
Charitable organizations	Fewer than 5 clients	$18,611,277
Corporations or other businesses	5	$2,952,652

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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