THE BALDWIN GROUP WEALTH ADVISORS, LLC

4211 W. Boy Scout Blvd.
Suite 800
Tampa, Florida 33607
Tel: 866-279-0698

About THE BALDWIN GROUP WEALTH ADVISORS, LLC

THE BALDWIN GROUP WEALTH ADVISORS, LLC, formally registered with the SEC as THE BALDWIN GROUP WEALTH ADVISORS, LLC. The firm was established in 02/26/2021. They have over 5 offices throughout the country.

THE BALDWIN GROUP WEALTH ADVISORS, LLC is a Tampa, Florida based Financial Planning firm with nearly $4,807,690,865 assets under management, offering retirement planning & investment advisory services to 1915 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312284
SEC#	801-120404
Assets Managed by Firm	$4,807,690,865
No. of Clients	1915
No. of Advisors	42

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (VALUE OF PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1915	$4,807,690,865
Individuals (other than high net worth individuals)	570	$182,201,854
High net worth individuals	202	$457,624,227
Pension and profit sharing plans	311	$4,022,616,244
Corporations or other businesses	330	$145,248,540

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