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BALDWIN WEALTH PARTNERS, LLC

Tel: (508) 748-0800
204 Spring Street
Marion, Massachusetts  02738

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BALDWIN WEALTH PARTNERS, LLC

BALDWIN WEALTH PARTNERS, LLC is a Marion, Massachusetts based financial advisory firm with nearly $2,281,166,083 in assets under management and provides investment advisory services for 1921 clients. There are currently 29 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (MANAGEMENT FEES FOR LIMITED PARTNERSHIP

Firm CRD#:

105343

SEC#:

801-15418

No. of Clients:

1921

Assets under Management

$2,281,166,083

No. of Advisors:

29

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