|
⚲
|
| Keyboard |
| Baron Financial Group LLC
✚
|
|
|---|---|
| CRD # | 144234 |
| SEC # | 801-67989 |
| CIK # | 0001832093 |
| AUM | 369.1 M (2026-03-12) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 201-791-6408 |
| Address | 1600 Route 208 South Fair Lawn, NJ 07410-2504 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 5.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 82.8 |
| (b) Individuals (high net worth individuals) | 106 | 274.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 905 | 369.1 |
| By Discretionary | ||
| Discretionary | 902 | 364.1 |
| Non-Discretionary | 3 | 5.1 |
| Total | 905 | 369.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.1 | |
| Total | 905 | 369.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001832093] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 4 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pinnacle Family Advisors LLC
✚
|
MO | 371.7 M |
|
Olistico Wealth LLC
✚
|
OK | 371.5 M |
|
Atala Financial Inc
✚
|
CA | 370.7 M |
|
Donoghue Forlines LLC
✚
|
MA | 370.5 M |
|
Rebel Financial LLC
✚
|
OH | 370.5 M |
|
Blackridge Asset Management LLC
✚
|
FL | 370.3 M |
|
One Advisory Partners LLC
✚
|
KS | 369.5 M |
|
Yosemite Capital Management LLC
✚
|
CA | 369.0 M |
|
PKS Investment Advisors LLC
✚
|
MD | 367.2 M |
|
Strategy Financial Services LLC
✚
|
AZ | 366.7 M |