Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > torrington > BARRON FINANCIAL GROUP, LLP
BARRON FINANCIAL GROUP, LLP
103 Albert Street
Torrington, Connecticut 06790
Tel: 860.489.0432
About BARRON FINANCIAL GROUP, LLP
BARRON FINANCIAL GROUP, LLP, formally registered with the SEC as BARRON FINANCIAL GROUP, LLP. The firm was established in 03/15/2022. They have over 2 offices throughout the country.
BARRON FINANCIAL GROUP, LLP is a Torrington, Connecticut based Financial Planning firm with nearly $168,766,517 assets under management, offering retirement planning & investment advisory services to 480 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140504 |
| SEC# | 801-123451 |
| Assets Managed by Firm | $168,766,517 |
| No. of Clients | 480 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 480 | $168,766,517 |
| Individuals (other than high net worth individuals) | 132 | $47,902,612 |
| High net worth individuals | 54 | $120,226,631 |
| Corporations or other businesses | 2 | $637,274 |
More Retirement Planning firms in Torrington, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Torrington, Connecticut