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BALDWIN FINANCIAL, LLC
CRD 324725
629 W. MAIN STREET, SUITE 10080, OKLAHOMA CITY, OK, 73102, United States
Phone
405-266-7856
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$16.5M
Discretionary AUM
$13.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $1.1M |
| High net worth individuals | 17 | $8.4M |
| Pension/profit sharing plans | 4 | $3.3M |
| Charitable organizations | 1 | $323K |
| Corporations/business entities | 1 | $3.4M |
All web addresses on file
Official SEC filing: View on IAPD