Baldwin Wealth Partners, LLC
Firm details
- Headquarters
- Marion, Massachusetts
- CRD number
- 105343
- Registered since
- July 1, 1980
- Website
- www.baldwin-llc.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI85.4%
- Individuals5.6%
- Charitable Organizations5.2%
- Corporations / Businesses3.24%
- Pooled Investment Vehicles0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Baldwin Wealth Partners, LLC is an independent registered investment adviser that has been SEC-registered since 1980. The firm serves both individual/family and institutional clients and operates as a capital allocator, including selecting third-party managers on behalf of clients. Its advisory services span financial planning, portfolio management for individuals, pooled vehicles and institutions, and the selection of other advisers. Fee arrangements include percentage-of-AUM, fixed fees and other structures. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents7%
- US Government Bonds4%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$323M in ETFs
70%
$226M
27%
$97.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ACTIVE BOND ETF (JBND) | JP Morgan | Active | Intermediate Core Bond | $76M | 1,486,872 | 23.56% |
Location
Marion, MA
Plymouth
Location
Marion, MA
Headquartered in Marion, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 204 Spring St
- Time zone
- ET (UTC-5)
- Office locations
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