Overview
Assets Under Management: $332 million
Headquarters: FAIR LAWN, NJ
High-Net-Worth Clients: 106
Average Client Assets: $2 million
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