PPrivate Fund Data Log in Join · $37/mo

Lisa Kim Estrada

Chief Compliance OfficerThe Baldwin Group Wealth Advisors, LLCCRD 4572064

About Lisa Kim Estrada

Lisa Kim Estrada is listed as Chief Compliance Officer at The Baldwin Group Wealth Advisors, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of The Baldwin Group Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lisa Kim Estrada work?

Lisa Kim Estrada is listed as Chief Compliance Officer at The Baldwin Group Wealth Advisors, LLC on SEC Form ADV.

How much of The Baldwin Group Wealth Advisors, LLC does Lisa Kim Estrada own?

Form ADV reports a beneficial ownership band of Under 5%.

The Baldwin Group Wealth Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022
View The Baldwin Group Wealth Advisors, LLC →