BALDWIN WEALTH PARTNERS, LLC

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

About 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

Firm CRD#:

105343

Firm SEC#:

801-15418

Assets Under Management:

$2,281,166,083

No. of Clients:

1921

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

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