Michael Victor Assaf
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
20 yearsExperience
2 statesRegistered in
$27.3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- The Baldwin Group Wealth Advisors, LLCOct 2024 to now
- Bks Financial Investments, LLC dba Bks Retirement ServicesOct 2019 to Oct 2024
- Fiduciary Partners Investment Consulting, LLCMay 2008 to Oct 2019
- Fiduciary Partners Retirement Group, Inc.May 2006 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (AL, IL).
The Baldwin Group Wealth Advisors, LLC
$27.3BAssets managed
2,134Clients
47Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5542289
- Firm CRD
- 312284