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BALDWIN & ASSOCIATES
MELBOURNE, FL
321-722-0511
SEC #801-62945Total AUM
$77M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1735 W. HIBISCUS BLVD.
SUITE 200
MELBOURNE
FL 32901
United States
SUITE 200
MELBOURNE
FL 32901
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
321-722-0511
Financials
Total AUM
$77M
Accounts
545Discretionary
$0
Accounts
0Non-Discretionary
$77M
Accounts
545
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.