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BARON FINANCIAL GROUP LLC
CRD 144234 · SEC 801-67989
16-00 ROUTE 208 SOUTH, SUITE 104, FAIR LAWN, NJ, 07410-2504, United States
Phone
201-791-6408
Fax
201-791-3907
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.1M
Discretionary AUM
$364.1M
Team
9 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $82.8M |
| High net worth individuals | 106 | $274.5M |
| Charitable organizations | 9 | $11.7M |
States served
CA, IL, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD