


BaldwinClarke
Financial Services • Bedford, New Hampshire, United States • 11-20 Employees
Company overview
| Headquarters | 1 Bedford Farms Drive, Suite 102, Bedford, NH 03110, US |
| Phone number | +16036684353 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Risk Management, Investment Banking, Wealth Management, Succession Planning, Insurance, M&A, Investment Management, Business Valuation, Retirement Plan Design, Exit Planning, Executive Benefit Planning |
| Founded | 1971 |
| Employees | 11-20 |
| Socials |
Key Contact at BaldwinClarke
Jay Clarke
Executive Vice President
BaldwinClarke Email Formats
BaldwinClarke uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@baldwinclarke.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@baldwinclarke.com | 57.1% |
{first initial} | j@baldwinclarke.com | 42.9% |
About BaldwinClarke
BaldwinClarke specializes in three core services; Wealth Management, Investment Banking and Insurance Planning. By offering three distinct areas of service we can help simplify and mange each client’s unique financial situation, integrating business and personal when needed. BaldwinClarke is 100% independent and has a long history of helping clients untangle intertwined personal and professional assets, harmonize complex financial situations, and integrate strategies that carry out multi-generational objectives. Whether we’re helping you and your family or your business, we’re here to act as your partner — to deliver forward-thinking, clear, and integrated strategies and solutions that will meet your personal and professional planning requirements. We serve: - Individuals & Families - Business Owners & Entrepreneurs - Businesses - Nonprofits & Endowments Our services include: - Wealth Management - Insurance Planning - Investment Banking Please note: The content or language held within should not be construed as investment recommendations or advice. It is intended for informational purposes only. Baldwin & Clarke Advisory Services, LLC investment advice is individually tailored to each client and their unique circumstances ultimately establishes portfolio strategy and structure. For BaldwinClarke's Privacy Policy go to https://baldwinclarke.com/privacy-policy/
BaldwinClarke revenue & valuation
| Annual revenue | $30,700,000 |
| Revenue per employee | $2,556,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $98,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
BaldwinClarke has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
BaldwinClarke has never raised funding before.
BaldwinClarke Tech Stack
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Frequently asked questions
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