Coy
Baldwin
Innovative Wealth Building LLC
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About this Advisor
Coy Baldwin is a financial advisor who works in California, Maryland. Baldwin is on the advisory team at Innovative Wealth Building LLC. During their career, Baldwin has held roles at Cintas Corp, Innovative Wealth Building and Innovative Wealth Building LLC. Baldwin holds a Series 65 license, qualifying them as an investment advisor representative, and can work in Maryland. Innovative Wealth Building LLC is a company based in California, MD. The investment advisory business has a total of nine people on staff. It manages $356 million in assets across its 2,944 client accounts, placing it among the larger firms in the country by assets under management. The firm advises one charities and foundations. Of its 2,944 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. The company offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually depend on which services the firm provides the client. However, fee types charged by Innovative Wealth Building LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Innovative Wealth Building LLC Brokerage Details
$356,124,188
9
2,944
$120,966
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Coy Baldwin Work History
Coy has been registered as a financial advisor for 0 years.*
Innovative Wealth Building
Innovative Wealth Building LLC
Cintas Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
California, MD
California, MD
California, MD
California, MD
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