Overview
Assets Under Management: $169 million
Headquarters: TORRINGTON, CT
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 480
Discretionary Accounts: 395
Non-Discretionary Accounts: 85
Regulatory Filings
CRD Number: 140504
Last Filing Date: 2025-03-04 00:00:00
Website: https://barronfinancialgroup.com