Overview
Assets Under Management: $169 million
Headquarters: TORRINGTON, CT
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
BARRON FINANCIAL GROUP, LLP 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 #140504), BARRON FINANCIAL GROUP, LLP is subject to fiduciary duty under federal law.
BARRON FINANCIAL GROUP, LLP is headquartered in TORRINGTON, CT.
BARRON FINANCIAL GROUP, LLP serves 54 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, BARRON FINANCIAL GROUP, LLP offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
BARRON FINANCIAL GROUP, LLP manages $169 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, BARRON FINANCIAL GROUP, LLP serves high-net-worth individuals. View client details ↓
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