THE BALDWIN GROUP WEALTH ADVISORS, LLC

TAMPA, Florida·2 registered advisors·CRD# 312284
SEC# 801-1204044866-279-0698
01

Firm Overview

AUM
$4.8B
Regulatory assets under management
Employees
42
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: VALUE OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at THE BALDWIN GROUP WEALTH ADVISORS, LLC

2 registered advisors
Christopher Michael Staub
TAMPA, Florida
Darin Lee Gibson
TAMPA, Florida
05

Office Locations

TAMPA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. THE BALDWIN GROUP WEALTH ADVISORS, LLC (CRD# 312284) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.