Assets Under Management (AUM) refers to the total market value of investments managed by a financial institution, such as a mutual fund, hedge fund, or investment management firm.
It includes the capital invested by all clients, and it can also include the capital of the financial institution itself.
AUM is used to gauge a firm’s size and success, as many institutions charge management fees based on a percentage of AUM.
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Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.
Registration does not imply a certain level of skill or training.
