Baldwin Wealth Management, LLC
Baldwin Wealth Management, LLC (CRD# 154633) is a financial advisory firm headquartered in Saint Louis, MO. They manage $53,010,160 in 83 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management53MILLION
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Total Number of Accounts83ACCOUNTS
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Average Account Value$638,677
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO
Financial Advisors at Baldwin Wealth Management, LLC
1
Richard Baldwin (CRD# 2577900) is an Investment Advisor Representative working at Baldwin Wealth Management, LLC in Saint Louis, MO and has over 28 years of experience in the finance industry.
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