The Baldwin Group Securities, LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 312876
- Registered since
- March 20, 2024
- Website
- baldwin.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Trevor Harkness
PartnerCRD 2634355
Robert Campbell
FinOpCRD 1349154

Robert Trujillo
Director of Financial ServicesCRD 6052608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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