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David Baldwin Stuart (Boston)


David Baldwin Stuart is a large advisory firm based in Boston. It manages $32.95 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.

David Baldwin Stuart provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

David Baldwin Stuart: assets under management

The assets under management (AUM) of David Baldwin Stuart is $32.95 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $32.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay David Baldwin Stuart for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where David Baldwin Stuart performs its advisory services is located at 101 Arch St., 9 Th Floor, Boston, MA 02110 1131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-261-6400 or by fax 617-261-6430. The normal business hours are 9 am to 4:30 pm on Monday - Friday.


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