Assets Under Management
$21.0B
Number of Clients
1,833
Number of Advisors
35
Average Client AUM
$11.5M
AUM per Advisor
$601.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Baldwin Group Wealth Advisors, LLC provides investment advisory, asset management, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. Services include financial planning, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. They use a consultative process to create personalized investment strategies.
4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607