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American Research & Management Co

ShareholderBaldwin Wealth Partners, LLCCRD 6080

About American Research & Management Co

American Research & Management Co is listed as Shareholder at Baldwin Wealth Partners, LLC in Marion, MA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Baldwin Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does American Research & Management Co work?

American Research & Management Co is listed as Shareholder at Baldwin Wealth Partners, LLC on SEC Form ADV.

How much of Baldwin Wealth Partners, LLC does American Research & Management Co own?

Form ADV reports a beneficial ownership band of 10-25%.

Baldwin Wealth Partners, LLC

TitleShareholder
Ownership10-25%
Control personYes
Since2022