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Building 2BALDWIN WEALTH PARTNERS, LLC

Map pinMARION, MA
Phone(508) 748-0800
NotebookSEC #801-15418
Total AUM
$2.3B
Employees
34
Clients
810

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
204 SPRING STREET
MARION
MA 02738
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(508) 748-0800
Other Offices
7

ReceiptFinancials

Total AUM
$2.3B
Accounts
2,100
Discretionary
$2.3B
Accounts
2,092
Non-Discretionary
$4.6M
Accounts
8

ContactClients

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Individual Clients
372
AUM
$130.8M
HNW Individual Clients
366
AUM
$2B
Pooled Vehicle Clients
1
AUM
$12M
Pension/Profit Sharing Plan Clients
1
AUM
$899.2K
Charitable Organization Clients
42
AUM
$121.5M
Corporation or Business Clients
28
AUM
$75.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MANAGEMENT FEES FOR LIMITED PARTNERSHIPS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLILINKYMAMDMEMNMTNHNMNYOHORPARITXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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