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Building 2BALDWIN & ASSOCIATES

Map pinINDIAN HARBOUR BEACH, FL
Phone321-428-4555
NotebookSEC #801-88221
Total AUM
$154.7M
Employees
5
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 SOUTH PATRICK DRIVE #6
INDIAN HARBOUR BEACH
FL 32937
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
321-428-4555

ReceiptFinancials

Total AUM
$154.7M
Accounts
551
Discretionary
$0
Accounts
0
Non-Discretionary
$154.7M
Accounts
551

ContactClients

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Individual Clients
56
AUM
$31.4M
HNW Individual Clients
60
AUM
$115.1M
Pension/Profit Sharing Plan Clients
7
AUM
$8.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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