BALDWIN WEALTH PARTNERS, LLC

204 Spring Street
Marion, Massachusetts 02738
Tel: (508) 748-0800

About BALDWIN WEALTH PARTNERS, LLC

BALDWIN WEALTH PARTNERS, LLC, formally registered with the SEC as BALDWIN WEALTH PARTNERS, LLC. The firm was established in 07/01/1980. They have over 12 offices throughout the country.

BALDWIN WEALTH PARTNERS, LLC is a Marion, Massachusetts based Financial Planning firm with nearly $2,281,166,083 assets under management, offering retirement planning & investment advisory services to 1921 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105343
SEC#	801-15418
Assets Managed by Firm	$2,281,166,083
No. of Clients	1921
No. of Advisors	29

Fee Structure

A percentage of AUM
Fixed fees
Other (MANAGEMENT FEES FOR LIMITED PARTNERSHIPS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1921	$2,281,166,083
Individuals (other than high net worth individuals)	350	$117,477,942
High net worth individuals	318	$1,903,584,718
Charitable organizations	45	$81,314,476
Corporations or other businesses	39	$168,782,805

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