|
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| The Baldwin Group Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 312284 |
| SEC # | 801-120404 |
| CIK # | |
| AUM | $21.0 B (2025-04-09) |
| Employees | 36 (100% Investors, 58% Brokers) |
| Phone | 813-934-2743 |
| Address | 4211 W Boy Scout Blvd Tampa, FL 33607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 713 | 0.2 |
| (b) Individuals (high net worth individuals) | 319 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 387 | 4.8 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 1 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 376 | 15.1 |
| (n) Other | 34 | 0.2 |
| Total | 2,356 | 21.0 |
| By Discretionary | ||
| Discretionary | 1,651 | 2.3 |
| Non-Discretionary | 705 | 18.8 |
| Total | 2,356 | 21.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.0 | |
| Total | 2,356 | 21.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clearstead Advisors LLC
✚
|
OH | 24.3 |
|
Wellth Advisory Services LLC
✚
|
23.6 | |
|
LeafHouse Financial Advisors LLC
✚
|
TX | 20.7 |
|
Matson Money Inc
✚
|
OH | 20.6 |
|
Highland Consulting Associates Inc
✚
|
OH | 20.2 |
|
Bahl & Gaynor Inc
✚
|
OH | 20.1 |
|
Oppenheimer Asset Management Inc
✚
|
NY | 20.0 |
|
US Bancorp Investments Inc
✚
|
MN | 19.3 |
|
LPL Enterprise LLC
✚
|
SC | 18.9 |
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 18.7 |