The Baldwin Group Securities, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Bethesda, Maryland
CRD number
312876
Registered since
March 20, 2024

Firm profile

FINTRX

Overview

The Baldwin Group Securities, LLC is organized as a limited liability company and is listed with an SEC registration year of 2024. The firm is identified as owned by a combination of a domestic entity and an individual and is classified in FINTRX as "Unclassified." Available reporting indicates the firm does not position itself as a capital allocator, does not identify as an active ESG investor, and does not list itself as a multi-state adviser. Public filings and the FINTRX snapshot provide limited detail on the firm's advisory activities, fee schedule, or client segments; those items were not reported in the source dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Trevor Harkness

    Trevor Harkness

    PartnerCRD 2634355

  • Robert Campbell

    FinOpCRD 1349154

  • Robert Trujillo

    Robert Trujillo

    Director of Financial ServicesCRD 6052608

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
6720 B Rockledge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth