Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Equity, Fixed Income, Mutual Funds
Stage Focus
Growth, Late Stage, Pre-IPO
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Finance
- Transportation
- Consumer Services
- Capital Goods
- Basic Industries
- Public Utilities
Investment Size:
100,000 to 5,000,000 USD
Investor Details Founded: 1991
Leigh Baldwin & Co., LLC is a full-service investment brokerage firm headquartered in Cazenovia, New York. Founded in 1991 by Leigh D. Baldwin, the firm has grown to over 70 financial professionals across 12 states, managing over $3.1 billion in customer assets as of December 31, 2024. The firm offers a range of services, including equity and fixed income investments, mutual funds, and comprehensive financial planning, catering to individual investors and professional traders alike.
The firm's investment strategy emphasizes long-term performance, continuous risk management, and maintaining low costs. They focus on providing low-cost transactions and a wide selection of investment options, ensuring that all investors, regardless of size, receive equal treatment. This approach reflects their commitment to integrity and quality in serving their clients.
Leigh Baldwin & Co., LLC operates multiple branch offices across the United States, including locations in New York, Pennsylvania, New Jersey, and other states. Their client-focused approach and dedication to staying ahead of the investment curve have established them as a trusted partner for investors seeking personalized financial guidance and services.
Requirements
- Accredited investor status may be required for certain investment opportunities
Contact
[Official Website Hidden]
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[Email Hidden]
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Portfolio Companies
- Apple Inc.
- Microsoft Corporation
- Amazon.com, Inc.
- Tesla, Inc.
- Alphabet Inc.
- Johnson & Johnson
- Visa Inc.
- Procter & Gamble Co.
- Exxon Mobil Corporation
- Coca-Cola Company
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