RIA Intel›Advisers›Florida›MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION

MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION

Advisory

N·INDIAN HARBOUR BEACH, FL

Data as of Jun 25, 2020 · Source: SEC Form ADV

Total AUM

$155M

1-Year AUM Growth

+12.8%

3-Year CAGR

+8.9%

Employees

2

Assets Under Management

Total AUM$155M

Discretionary AUM$0

Non-Discretionary AUM$155M

Discretionary %0%

Total Clients—

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record28

First FilingMar 18, 2004

Latest FilingJun 25, 2020

🔒 Full AUM trend chart and 28 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.