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Building 2BARON FINANCIAL GROUP LLC

Map pinFAIR LAWN, NJ
Phone201-791-6408
NotebookSEC #801-67989
Total AUM
$369.1M
Employees
9
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16-00 ROUTE 208 SOUTH
SUITE 104
FAIR LAWN
NJ 07410-2504
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
201-791-6408
Other Offices
3

ReceiptFinancials

Total AUM
$369.1M
Accounts
905
Discretionary
$364.1M
Accounts
902
Non-Discretionary
$5.1M
Accounts
3

ContactClients

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Individual Clients
200
AUM
$82.8M
HNW Individual Clients
106
AUM
$274.5M
Charitable Organization Clients
9
AUM
$11.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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