Baldwin & Associates

Baldwin & Associates (CRD# 129429) is a financial advisory firm headquartered in Indian Harbour Beach, FL. They manage $103,112,350 in 115 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $896,629
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Baldwin & Associates
Showing 1 - 2 of 2 top financial advisors.
1
Mary E. Baldwin
CRD#: 3082166
2000 South Patrick Drive #6, Indian Harbour Beach, FL 32937
96
Wealthminder
score

Mary Baldwin (CRD# 3082166) is an Investment Advisor Representative working at Baldwin & Associates in Indian Harbour Beach, FL and has over 18 years of experience in the finance industry. Mary Baldwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dorothy M. Bourlier
CRD#: 1897657
2000 South Patrick Drive #6, Indian Harbour Beach, FL 32937
93
Wealthminder
score

Dorothy Bourlier (CRD# 1897657) is an Investment Advisor Representative working at Baldwin & Associates in Indian Harbour Beach, FL and has over 28 years of experience in the finance industry.

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