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BARONY FINANCIAL GROUP
BARONY FINANCIAL GROUP, LLC
CRD 152475
219 HWY 52 NORTH, STE. D, MONCKS CORNER, SC, 29461, United States
Phone
843-761-5970
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.7M
Discretionary AUM
$10.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.1M |
| High net worth individuals | 2 | $3.5M |
| Charitable organizations | 1 | $3.1M |
Official SEC filing: View on IAPD