David
Barrett
Baldwin Brothers LLC
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About this Advisor
David Barrett is a financial advisor based in Marion, Massachusetts, working with Baldwin Brothers LLC. David has previously held a position at Baldwin Brothers, Inc. David is registered to provide services in Florida, Massachusetts, and Texas. Currently, David is part of Baldwin Brothers LLC, which operates out of Marion, Massachusetts. The firm has 5 offices and 29 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Baldwin Brothers LLC includes asset-based, fixed, and other fees.
Services Offered
Fee Structure
Office Location
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Baldwin Brothers LLC Brokerage Details
$2,281,166,083
29
1,921
$1,187,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Barrett Work History
Baldwin Brothers,Inc
Disclosures
Please visit the SEC profile of David Barrett 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 Baldwin Brothers LLC
Marion, MA
Marion, MA
Marion, MA
Marion, MA
Marion, MA
Marion, MA
Mill Valley, CA
Marion, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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