Kathryn
Rowe
Baldwin Brothers LLC
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About this Advisor
Kathryn Rowe is a certified financial planner operating out of Marion, Massachusetts who has 3 years of relevant experience. Rowe works at Baldwin Brothers LLC. Their career trajectory has included roles at Barry Investment Advisors, LLC, Seaward Management and Baldwin Brothers LLC. Rowe can serve investors in Massachusetts and Texas. Baldwin Brothers LLC is an advisory company headquartered in Marion, MA. The firm has offices in four locations and a total of 30 financial advisors. It controls $2 billion in assets among its 1,848 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 38 charities and foundations. Of its 1,848 accounts, 38% are associated with high-net-worth investors who have more than $1 million in investable assets. Baldwin Brothers LLC provides a number of services, including 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. Financial management fees largely depend on which services the firm provides the client. However, fee types charged by Baldwin Brothers LLC likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baldwin Brothers LLC Brokerage Details
$1,903,274,922
30
1,848
$1,029,911
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
Kathryn Rowe Work History
Kathryn has been registered as a financial advisor for 3 years.*
Baldwin Brothers LLC
Barry Investment Advisors, LLC
Seaward Management
*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 Kathryn Rowe 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
Mill Valley, CA
Marion, MA
Marion, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
