Overview
Assets Under Management: $332 million
Headquarters: FAIR LAWN, NJ
High-Net-Worth Clients: 106
Average Client Assets: $2 million
Frequently Asked Questions
BARON FINANCIAL GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144234), BARON FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
BARON FINANCIAL GROUP LLC is headquartered in FAIR LAWN, NJ.
BARON FINANCIAL GROUP LLC serves 106 high-net-worth clients according to their SEC filing dated June 25, 2024. View client details ↓
According to their SEC Form ADV, BARON FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
BARON FINANCIAL GROUP LLC manages $332 million in client assets according to their SEC filing dated June 25, 2024.
According to their SEC Form ADV, BARON FINANCIAL GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 956
Discretionary Accounts: 952
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 144234
Last Filing Date: 2024-06-25 00:00:00
Website: https://baron-financial.com