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Michael Baldwin

BALDWIN BROTHERS LLC·MARION, Massachusetts
Unclaimed Profile
204 SPRING STREET, MARION, MA 02738CRD# 1658183Firm CRD# 105343
01

About

Michael Baldwin is a registered financial advisor based in MARION, Massachusetts, affiliated with BALDWIN BROTHERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
BALDWIN WEALTH PARTNERS, LLC
BALDWIN WEALTH PARTNERS, LLC
AUM
$2.3B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at BALDWIN WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: MANAGEMENT FEES FOR LIMITED PARTNERSHIPS
Regulatory
SEC/IARD CRD# 1658183
Firm CRD# 105343
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Baldwin offer?
Michael Baldwin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MARION, Massachusetts for a consultation.
What are Michael Baldwin's credentials?
Michael Baldwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Baldwin located?
Michael Baldwin is based in MARION, Massachusetts, working with BALDWIN BROTHERS LLC. Their office serves clients in the MARION metropolitan area and surrounding communities.
How does Michael Baldwin charge for services?
Michael Baldwin's firm is compensated through percentage of aum, subscription fees, other: management fees for limited partnerships. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALDWIN BROTHERS LLC?
BALDWIN BROTHERS LLC has approximately 29 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MARION
Taylor Converse Baldwin — BALDWIN WEALTH PARTNERS, LLCJohn Leonard Mannix — BALDWIN WEALTH PARTNERS, LLCEllen O'gorman Stone — BALDWIN BROTHERS INCMichael Kim Davis — COTTAGE STREET ADVISORS, LLCDavid Anson Barrett — BALDWIN BROTHERS INC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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