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Building 2BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Map pinBOCA RATON, FL
Phone561-447-1997
NotebookSEC #801-69482
Total AUM
$1.2B
Employees
12
Clients
610

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4800 N. FEDERAL HIGHWAY
SUITE 210-A
BOCA RATON
FL 33431
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
561-447-1997

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,778
Discretionary
$1.1B
Accounts
1,670
Non-Discretionary
$80.9M
Accounts
108

ContactClients

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Individual Clients
160
AUM
$96.2M
HNW Individual Clients
438
AUM
$1.1B
Pension/Profit Sharing Plan Clients
8
AUM
$11.9M
Charitable Organization Clients
4
AUM
$18.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILMANCNJNYPASCTNTX

HandshakeAffiliates

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

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