Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
The Capital Group Investment Advisory Services, LLC
February 2022 - October 2024 · 2 yrs 8 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.