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William W. Klein

BALDWIN WEALTH PARTNERS, LLC·MARION, Massachusetts
Clean record8 years registeredBALDWIN WEALTH PARTNERS, LLC
204 SPRING STREET, MARION, MA 02738CRD# 6857717Firm CRD# 105343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William W. Klein · MARION, MA
Registration
CRD #6857717 · BALDWIN WEALTH PARTNERS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

BALDWIN WEALTH PARTNERS, LLC
Feb 2022 – present
BALDWIN BROTHERS INC
Nov 2017 – Jan 2020
MARION, MA
02

Registrations & Exams

Registration record
First registered · November 7, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BALDWIN WEALTH PARTNERS, LLC
CRD 105343 · SEC 801-15418
AUM
$2.3B
Regulatory assets under management
Employees
29
1,921 client accounts
Services offered by BALDWIN WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BALDWIN WEALTH PARTNERS, LLC →
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05

Frequently Asked Questions

What services does William W. Klein offer?
William W. Klein specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MARION, Massachusetts for a consultation.
What are William W. Klein's credentials?
William W. Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William W. Klein located?
William W. Klein is based in MARION, Massachusetts, working with BALDWIN WEALTH PARTNERS, LLC. Their office serves clients in the MARION metropolitan area and surrounding communities.
How does William W. Klein charge for services?
William W. Klein'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 WEALTH PARTNERS, LLC?
BALDWIN WEALTH PARTNERS, 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 at BALDWIN WEALTH PARTNERS, LLC

Ellen O'gorman Stone
MARION, MA
Eric Haakon Strand
MARION, MA
John Leonard Mannix
MARION, MA
Michael Baldwin
MARION, MA
David Anson Barrett
MARION, MA
Steven Thomas Dean
MARION, MA

More Advisors in MARION, Massachusetts

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Nearby cities in Massachusetts
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Research
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