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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CRD 126767 · SEC 801-69482
4800 N. FEDERAL HIGHWAY, SUITE 210-A, BOCA RATON, FL, 33431, United States
Phone
561-447-1997
Fax
561-447-6670
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.20B
Discretionary AUM
$1.12B
Team
12 total employees; 8 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $96.2M |
| High net worth individuals | 438 | $1.07B |
| Pension/profit sharing plans | 8 | $11.9M |
| Charitable organizations | 4 | $18.1M |
States served
CA, CO, GA, IL, MA, NJ, NY, NC, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD