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The Baldwin Insurance Group, Inc.

OwnerThe Baldwin Group Wealth Advisors, LLC

About The Baldwin Insurance Group, Inc.

The Baldwin Insurance Group, Inc. is listed as Owner at The Baldwin Group Wealth Advisors, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of The Baldwin Group Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does The Baldwin Insurance Group, Inc. work?

The Baldwin Insurance Group, Inc. is listed as Owner at The Baldwin Group Wealth Advisors, LLC on SEC Form ADV.

How much of The Baldwin Group Wealth Advisors, LLC does The Baldwin Insurance Group, Inc. own?

Form ADV reports a beneficial ownership band of 25-50%.

The Baldwin Group Wealth Advisors, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2020