Baldwin Brothers LLC
Baldwin Brothers LLC (CRD# 105343) is a financial advisory firm headquartered in Marion, MA. They manage $2,281,166,083 in 1,921 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management2,281MILLION
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Total Number of Accounts1,921ACCOUNTS
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Average Account Value$1,187,489
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA
Michael Baldwin (CRD# 1658183) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry.
David Barrett (CRD# 1658184) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry.
Andrew Macken (CRD# 2417288) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 30 years of experience in the finance industry.
William Marvel (CRD# 2301461) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 22 years of experience in the finance industry.
Andrew McIntire (CRD# 1965888) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 23 years of experience in the finance industry.
Kathryn Rowe (CRD# 6915324) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry.
Dylan Sage (CRD# 5894284) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 12 years of experience in the finance industry.
Eric Strand (CRD# 2963186) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 26 years of experience in the finance industry.
Leah Adamucci (CRD# 7291056) is an Investment Advisor Representative working at Baldwin Brothers LLC in New York, NY and has over 2 years of experience in the finance industry.
Nathan Stewart (CRD# 5789916) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 13 years of experience in the finance industry.