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BARON FINANCIAL GROUP LLC
16-00 Route 208 South
Suite 104
Fair Lawn, New Jersey 07410-2504
Tel: 201-791-6408
About BARON FINANCIAL GROUP LLC
BARON FINANCIAL GROUP LLC, formally registered with the SEC as BARON FINANCIAL GROUP LLC. The firm was established in 06/14/2007. They have over 4 offices throughout the country.
BARON FINANCIAL GROUP LLC is a Fair Lawn, New Jersey based Financial Planning firm with nearly $331,781,010 assets under management, offering retirement planning & investment advisory services to 956 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144234 |
| SEC# | 801-67989 |
| Assets Managed by Firm | $331,781,010 |
| No. of Clients | 956 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 956 | $331,781,010 |
| Individuals (other than high net worth individuals) | 228 | $89,464,142 |
| High net worth individuals | 94 | $225,706,632 |
| Pension and profit sharing plans | 1 | $5,106,987 |
| Charitable organizations | 9 | $11,503,249 |
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