Advisor at Baffin Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Baffin Advisors LLC
Location
Palm Coast, FL
Credentials
Series 63, Series 65
Industry experience
< 1 year
Martin Anidjar is the sole advisor at Baffin Advisors LLC, an independent firm based in Palm Coast, FL. He holds Series 63 and Series 65 credentials and has been with Baffin Advisors since its founding in 2009. Baffin Advisors LLC provides discretionary investment advisory services primarily to high-net-worth individuals and corporate clients, including a significant non-U.S. clientele. The firm employs a globally oriented, medium-term macroeconomic investment approach focused on diversified portfolios across multiple asset classes and emphasizes personalized service through frequent account reviews.
Based on Baffin Advisors LLC
1% of assets under management per year, billed quarterly in arrears, with possible negotiated concessions
Performance-based fees are offered as an option but currently no clients have chosen this scheme
Fee-only: Fee-only compensation; no compensation from third parties
Palm Coast, FL
Florida · New York
Baffin Advisors LLC
2009 - Present (17 years)
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