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The Baldwin Group Wealth Advisors
The Baldwin Group Wealth Advisors, LLC is an SEC-registered investment adviser in Tampa, FL, registered since 2021. The firm manages $27.3 billion in...
Overview
The Baldwin Group Wealth Advisors, LLC is an SEC-registered investment adviser in Tampa, FL, registered since 2021. The firm manages $27.3 billion in regulatory assets, with $3.1 billion on a discretionary basis. It has 50 employees and 50 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Is The Baldwin Group a fiduciary?
As a registered investment advisor, The Baldwin Group is bound by fiduciary duty to act in clients' best interests, a requirement under the Investment Advisers Act of 1940.
What is the minimum asset threshold for clients?
Minimum account sizes are not disclosed. Many RIAs in the high-net-worth space set thresholds between $1 million and $5 million, but this has not been confirmed for The Baldwin Group.
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