Baldwin Brothers Acquires Assets of KLR Investment Advisors
Summary
MARION, Mass.--(BUSINESS WIRE)--Baldwin Brothers, a fifty-year legacy wealth and investment management firm with headquarters in southeastern Massachusetts, announced today the acquisition of the assets of KLR Investment Advisors, LLC, an elite wealth management firm based in Providence, Rhode Island. KLR Investment Advisors, LLC serves high-net-worth individuals, families, and business owners throughout the country and abroad. "Joining forces with Baldwin Brothers marks an exciting new chapter for us," said Peri Ann Aptaker, Managing Director of KLR Investment Advisors. "We are thrilled to bring our team, experience and commitment to excellence to Baldwin ensuring our clients continue to receive financial guidance and support." Baldwin Brothers, serving families and individuals nationwide, is an SEC-registered investment advisory firm with just under $2.3 billion dollars of assets under management.