Baldwin Group Wealth Advis

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

666

Total plan assets

$315.7M

Filings (rows)

Direct comp

$8K

Indirect comp

Showing only "BALDWIN GROUP WEALTH ADVIS"

View all 10 variants aggregated →

BALDWIN GROUP WEALTH ADVISORS52 BALDWIN GROUP SOUTHEAST15 BALDWIN GROUP WEALTH ADVISORS L13 BALDWIN GROUP12 BALDWIN GROUP MID-ATLANTIC2 BALDWIN GROUP MID ATLANTIC1 BALDWIN GROUP WEALTH ADV1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Carlton Fields, P.A. Profit Sharing and 401(k) Plan for Employees of Carlton Fields · all filings	TAMPA, FL	Other service providers	666	$315.7M	$8K	$0