B
$16.5M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Insight
- Established Date
- 02-16-2023
- Office Locations
- 1
Office Locations
629 W. Main Street Suite 10080 Oklahoma City OK
About Baldwin Financial, LLC
Baldwin Financial, LLC is a Oklahoma City-based RIA. The firm has been operating for 3 years. Managing $16.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Asset Management, Charitable Giving, Equity Compensation.
Team overview
-- AVG AGE
$16.5M AVG AUM / ADVISOR
$434.5K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Fusion Summit Fusion catalyst Harbor fusion
Client Personas
Frontier Glacier eagle
Custodian
Radial optima Atlas element Legacy
Investment Themes
Ridge North crest
Investment Vehicles
Vital Oak
Platform
Pioneer
Services
Beacon Unison Insight frontier Capital oak Bridge Pioneer harbor Alpha Ember Timber
Technology
Glacier
Owner & Executives
JEREMY DILLON BALDWIN
Chief Compliance Officer, Managing Member
- CRD
- #5743175
- Ownership
- 75% or more
(424) 647-4047
prime.alpha@capitalcapital.com
in linkedin.com/in/frontier-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,178,732 | -- |
| Non-Discretionary | $3,333,885 | -- |
| Total | $16,512,617 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,512,617
Public Funds:
8.8% Equity - Exchange:
10.3% Cash:
15.5% Municipal Bonds:
15.3% U.S. Government/Agency:
14.1% Corporate - Investment Grade:
18.0% Sovereign Bonds:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $175,795,255 | 8.8% |
| Equity - Exchange | $205,760,355 | 10.3% |
| Cash | $309,639,369 | 15.5% |
| Municipal Bonds | $305,644,022 | 15.3% |
| U.S. Government/Agency | $281,671,942 | 14.1% |
| Corporate - Investment Grade | $359,581,203 | 18.0% |
| Sovereign Bonds | $359,581,203 | 18.0% |
| Total | $1,997,673,349 | 100.0% |