Baldwin Brothers

EST. AUM
$2,334,719,354

CONTACTS
19

CLIENT ACCOUNTS
2,100

Firm Details

Metro area Boston
CRD Number 105343
Website baldwinbrothersinc.com
Client types

Overview

Baldwin Brothers operates as an independent wealth management firm, boasting a proficient team of twenty associates dedicated to delivering exceptional attention and client service. The management team, with an average tenure of two decades at Baldwin Brothers, oversees all aspects of portfolio management and client relationships. They emphasize integrity, diligence, and independent thinking as fundamental to principled and sustainable wealth management. Since its establishment in 1974, Baldwin Brothers has remained committed to these principles, striving to redefine the client experience through tailored attention and the creation of portfolios and strategies aligned with individual or familial perspectives. The outcomes are investments that significantly impact clients' financial futures, the next generation, and the broader world. Central to their approach is independence, which enables unbiased and highly personalized relationships. With assets totaling over $1.9 billion, their twenty seasoned employees collaborate closely with clients, offering comprehensive investment advisory and family office services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Baldwin Brothers

Platform Details

Investment Preferences

Alternative Activity

Address

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