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BALDWIN WEALTH PARTNERS, LLC
BALDWIN WEALTH PARTNERS, LLC
MARION, Massachusetts
·
10 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
10
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
10 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
Taylor Converse Baldwin
MARION, Massachusetts
CRD# 6163173
William Harvey Marvel
MARION, Massachusetts
CRD# 2301461
William W. Klein
MARION, Massachusetts
CRD# 6857717
05
Office Locations
MARION, Massachusetts
10 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
.