Private Investment Firm

Leigh Baldwin & Co., LLC

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

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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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