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Building 2BARRON FINANCIAL GROUP, LLP

Map pinTORRINGTON, CT
Phone860.489.0432
NotebookSEC #801-123451
Total AUM
$199.1M
Employees
3
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
103 ALBERT STREET
TORRINGTON
CT 06790
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
860.489.0432
Other Offices
1

ReceiptFinancials

Total AUM
$199.1M
Accounts
499
Discretionary
$194.9M
Accounts
437
Non-Discretionary
$4.2M
Accounts
62

ContactClients

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Individual Clients
127
AUM
$49.2M
HNW Individual Clients
65
AUM
$149.8M
Corporation or Business Clients
1
AUM
$69.8K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CTFLNHNYSC

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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