The Baldwin Group Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Bethesda, Maryland
CRD number
312876
Registered since
March 20, 2024

Firm profile

FINTRX

Overview

The Baldwin Group Securities, LLC is organized as a limited liability company with ownership listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and the firm has not supplied public-facing detail about its advisory services, fee schedule, client segments, or core business activities. The firm's profile indicates it is not identified as a capital allocator, is not flagged as an active ESG investor, and is not represented as a multi-state adviser, pension consultant, or related adviser. The limited disclosure in the record suggests a small or narrowly scoped operation or one that does not report standard advisory metrics through this data source. That limited public footprint makes it difficult to draw firm conclusions about client targeting, product menu, or investment philosophy.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Trevor Harkness

    Trevor Harkness

    PartnerCRD 2634355

  • Robert Campbell

    FinOpCRD 1349154

  • Robert Trujillo

    Robert Trujillo

    Director of Financial ServicesCRD 6052608

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
6720 B Rockledge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth