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).

Current Firm Details
204 Spring Street, Marion, MA 02738
https://www.baldwin-llc.com
By the Numbers
  • Total Assets Under Management
    2,281
    MILLION
  • Total Number of Accounts
    1,921
    ACCOUNTS
  • Average Account Value
    $1,187,489
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Baldwin Brothers LLC
Showing 11 - 11 of 11 top financial advisors.
11
Kimberly Tirrell, financial advisor Marion MA
Kimberly W. Tirrell
CRD#: 5064469
204 Spring Street, Marion, MA 02738

Kimberly Tirrell (CRD# 5064469) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 17 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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