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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2017
    • $762.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 715
      Accounts
    • $1.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

9

name start date
David Anson Barrett
April 1994
Andrew Nelson Macken
November 2017
Michael Baldwin
April 1994
William W. Klein
November 2017
Dylan Dewitt Sage
December 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Baldwin Brothers Inc IAR $762,047,647

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Baldwin Director/President December, 1985 less than 5%
      Taylor Converse Baldwin Vice President, Secretary And Chief Compliance Officer February, 2013 less than 5%
      John Leonard Mannix Chief Executive Officer September, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Other