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THE BALDWIN GROUP WEALTH ADVISORS, LLC
THE BALDWIN GROUP WEALTH ADVISORS, LLC
TAMPA, Florida
·
2 registered advisors
·
CRD# 312284
SEC# 801-120404
4
866-279-0698
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 Planning
Investment Management
Wealth Management
04
Advisors at THE BALDWIN GROUP WEALTH ADVISORS, LLC
2 registered advisors
Christopher Michael Staub
TAMPA, Florida
CRD# 4557066
Darin Lee Gibson
TAMPA, Florida
CRD# 2684870
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
.