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BALDWIN WEALTH PARTNERS, LLC
BALDWIN WEALTH PARTNERS, LLC
MARION, Massachusetts
·
9 registered advisors
·
CRD# 105343
SEC# 801-15418
11
(508) 748-0800
01
Firm Overview
AUM
$2.3B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: MANAGEMENT FEES FOR LIMITED PARTNERSHIPS
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BALDWIN WEALTH PARTNERS, LLC
9 registered advisors
Andrew Fletcher Mcintire
MARION, Massachusetts
CRD# 1965888
David Anson Barrett
MARION, Massachusetts
CRD# 1658184
Ellen O'gorman Stone
MARION, Massachusetts
CRD# 2903133
Eric Haakon Strand
MARION, Massachusetts
CRD# 2963186
John Leonard Mannix
MARION, Massachusetts
CRD# 2175667
Michael Baldwin
MARION, Massachusetts
CRD# 1658183
Steven Thomas Dean
MARION, Massachusetts
CRD# 4344419
William Harvey Marvel
MARION, Massachusetts
CRD# 2301461
William W. Klein
MARION, Massachusetts
CRD# 6857717
05
Office Locations
MARION, Massachusetts
9 advisors
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Data sourced from SEC Form ADV filings. BALDWIN WEALTH PARTNERS, LLC (CRD# 105343) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.