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Building 2BARON WEALTH MANAGEMENT, LLC

Map pinTROY, MI
Phone(248) 251-0161
NotebookSEC #801-71168
Total AUM
$846.8M
Employees
6
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1441 W. LONG LAKE ROAD
SUITE 240
TROY
MI 48098
United States
Operating Hours
9:00 - 5:00 ET
Monday - Friday
Phone
(248) 251-0161

ReceiptFinancials

Total AUM
$846.8M
Accounts
736
Discretionary
$846.8M
Accounts
736
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$14.5M
HNW Individual Clients
104
AUM
$822.2M
Corporation or Business Clients
1
AUM
$10.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMIOHTX

HandshakeAffiliates

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

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