MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION
Legal name: BALDWIN & ASSOCIATES
CRD #129429 SEC #801-88221 INDIAN HARBOUR BEACH, FL 321-428-4555
SEC Registered
Total AUM
$154.7M
Discretionary
$0
Employees
5
Clients
101
Accounts
551
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $154.7M | $0 | $154.7M | 5 | 1 |
| Jun 2020 | $154.7M | $0 | $154.7M | 5 | 1 |
| Mar 2020 | $154.7M | $0 | $154.7M | 5 | 1 |
| Nov 2019 | $137.1M | $0 | $137.1M | 5 | 2 |
| Mar 2019 | $137.1M | $0 | $137.1M | 5 | 2 |
| Feb 2018 | $133.1M | $0 | $133.1M | 5 | 4 |
| Nov 2017 | $117.2M | $0 | $117.2M | 2 | 0 |
| Mar 2017 | $117.2M | $0 | $117.2M | 2 | 116 |
| Mar 2017 | $117.2M | $0 | $117.2M | 2 | 116 |
| Mar 2016 | $103.1M | $0 | $103.1M | 2 | 115 |
| Apr 2015 | $104.7M | $0 | $104.7M | 5 | 119 |
| May 2012 | $77M | $0 | $77M | 1 | 150 |
| Apr 2012 | $77M | $0 | $77M | 1 | 150 |
| Jan 2012 | $77M | $0 | $77M | 1 | 150 |
| Aug 2011 | $78.6M | $0 | $78.6M | 5 | -- |
| Jun 2011 | $78.6M | $0 | $78.6M | 5 | -- |
| Jan 2010 | $67M | $0 | $67M | 5 | -- |
| Feb 2008 | $82.5M | $0 | $82.5M | 5 | -- |
| Feb 2008 | $67.4M | $0 | $67.4M | 5 | -- |
| Jan 2007 | $67.4M | $0 | $67.4M | 5 | -- |
| Mar 2006 | $57.4M | $0 | $57.4M | 5 | -- |
| Mar 2004 | $26.8M | $0 | $26.8M | 5 | -- |
DateJun 2020
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees5
Clients1
DateJun 2020
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees5
Clients1
DateMar 2020
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees5
Clients1
DateNov 2019
Total AUM$137.1M
Discretionary$0
Non-Disc.$137.1M
Employees5
Clients2
DateMar 2019
Total AUM$137.1M
Discretionary$0
Non-Disc.$137.1M
Employees5
Clients2
DateFeb 2018
Total AUM$133.1M
Discretionary$0
Non-Disc.$133.1M
Employees5
Clients4
DateNov 2017
Total AUM$117.2M
Discretionary$0
Non-Disc.$117.2M
Employees2
Clients0
DateMar 2017
Total AUM$117.2M
Discretionary$0
Non-Disc.$117.2M
Employees2
Clients116
DateMar 2017
Total AUM$117.2M
Discretionary$0
Non-Disc.$117.2M
Employees2
Clients116
DateMar 2016
Total AUM$103.1M
Discretionary$0
Non-Disc.$103.1M
Employees2
Clients115
DateApr 2015
Total AUM$104.7M
Discretionary$0
Non-Disc.$104.7M
Employees5
Clients119
DateMay 2012
Total AUM$77M
Discretionary$0
Non-Disc.$77M
Employees1
Clients150
DateApr 2012
Total AUM$77M
Discretionary$0
Non-Disc.$77M
Employees1
Clients150
DateJan 2012
Total AUM$77M
Discretionary$0
Non-Disc.$77M
Employees1
Clients150
DateAug 2011
Total AUM$78.6M
Discretionary$0
Non-Disc.$78.6M
Employees5
Clients--
DateJun 2011
Total AUM$78.6M
Discretionary$0
Non-Disc.$78.6M
Employees5
Clients--
DateJan 2010
Total AUM$67M
Discretionary$0
Non-Disc.$67M
Employees5
Clients--
DateFeb 2008
Total AUM$82.5M
Discretionary$0
Non-Disc.$82.5M
Employees5
Clients--
DateFeb 2008
Total AUM$67.4M
Discretionary$0
Non-Disc.$67.4M
Employees5
Clients--
DateJan 2007
Total AUM$67.4M
Discretionary$0
Non-Disc.$67.4M
Employees5
Clients--
DateMar 2006
Total AUM$57.4M
Discretionary$0
Non-Disc.$57.4M
Employees5
Clients--
DateMar 2004
Total AUM$26.8M
Discretionary$0
Non-Disc.$26.8M
Employees5
Clients--