The Baldwin Group Wealth Advisors, LLC

RIASEC RegisteredEst. 2021

Total AUM

$27.3B

Discretionary

$3.1B

11% of AUM

Avg account

$10.3M

Accounts

2,651

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 312284
Registered since: February 26, 2021
Website: www.burnhamgibson.com
Custodians: LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Corporations / Businesses66.41%
Pension & Profit Sharing Plans29.09%
HNWI1.6%
Insurance Companies1.11%
State / Municipal Government0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Baldwin Group Wealth Advisors, LLC is an SEC-registered investment adviser formed as an LLC in 2021 that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning and portfolio management for individuals, small businesses and institutions, and it also offers pension consulting, selection of other advisers and educational workshops. Fee arrangements reported include percentage-of-AUM, hourly, fixed and other fee structures. The firm does not identify as an active ESG investor. It was included on Forbes’ America's Top RIA Firms list in 2023.