Coy
Baldwin
Innovative Wealth Building LLC
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About this Advisor
Coy Baldwin is a financial advisor based in California, Maryland, working with Innovative Wealth Building LLC. Coy has previously held positions at Cintas Corp, Innovative Wealth Building, and Innovative Wealth Building LLC. Coy has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Coy is part of Innovative Wealth Building LLC, which operates out of California, Maryland. The firm has 2 offices and 17 employees. The firm manages assets totaling $418.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Innovative Wealth Building LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Innovative Wealth Building LLC Brokerage Details
$418,720,640
17
3,301
$126,847
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Coy Baldwin Work History
Innovative Wealth Building
Innovative Wealth Building LLC
Cintas Corp
Disclosures
Please visit the SEC profile of Coy Baldwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Innovative Wealth Building LLC
California, MD
Studio City, CA
California, MD
California, MD
California, MD
California, MD
California, MD
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