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THE BALDWIN GROUP WEALTH ADVISORS, LLC
TAMPA, FL
813-934-2743
SEC #801-120404Total AUM
$27.3B
Employees
50Clients
2,134Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4211 W. BOY SCOUT BLVD.
SUITE 800
TAMPA
FL 33607
United States
SUITE 800
TAMPA
FL 33607
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
813-934-2743
Other Offices
5
Financials
Total AUM
$27.3B
Accounts
2,651Discretionary
$3.1B
Accounts
1,920Non-Discretionary
$24.2B
Accounts
731
Clients
Individual Clients
834AUM
$217.5M
HNW Individual Clients
337AUM
$436.7M
Pension/Profit Sharing Plan Clients
528AUM
$7.9B
Charitable Organization Clients
1AUM
$1.4M
Government Entity Clients
1AUM
$268M
Insurance Company Clients
2AUM
$303.6M
Corporation or Business Clients
431AUM
$18.1B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
VALUE OF PLAN ASSETS
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMIMNMTNCNJNVNYOHOKORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.