The Baldwin Group Securities, LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 312876
- Registered since
- March 20, 2024
Firm profile
FINTRXOverview
The Baldwin Group Securities, LLC is organized as a limited liability company and is recorded as having completed SEC registration in 2024. Ownership is reported to involve both a domestic entity and an individual. FINTRX classifies the firm as "unclassified" and flags it as not serving as a capital allocator. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not noted as a pension consultant or a related adviser. FINTRX does not provide descriptive detail on the firm's business activities, advisory services, investment process, or client segments. There are no reported investment preferences, target allocations, or stated sector or strategy focuses in the available data.
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 4Robert Campbell
FinOpCRD 1349154

Trevor Harkness
PartnerCRD 2634355

Priscilla Williams
Operations ManagerCRD 1440001
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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