Overview
Assets Under Management: $133 million
Headquarters: INDIAN HARBOUR BEACH, FL
High-Net-Worth Clients: 53
Average Client Assets: $1.7 million
Frequently Asked Questions
BALDWIN & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129429), BALDWIN & ASSOCIATES is subject to fiduciary duty under federal law.
BALDWIN & ASSOCIATES is headquartered in INDIAN HARBOUR BEACH, FL.
BALDWIN & ASSOCIATES serves 53 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, BALDWIN & ASSOCIATES offers financial planning and portfolio management for individuals. View all service details ↓
BALDWIN & ASSOCIATES manages $133 million in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, BALDWIN & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.27%
Average Client Assets: $1.7 million
Total Client Accounts: 505
Non-Discretionary Accounts: 505
Regulatory Filings
CRD Number: 129429
Filing ID: 1182902
Last Filing Date: 2018-02-28 15:52:00