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Baron Silver Stevens Financial Advisors LLC
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CRD # | 126767 |
SEC # | 801-69482 |
CIK # | 0001851395 |
AUM | $732.7 MM (2023-02-10) |
Employees | 10 (70% Investors, 70% Brokers) |
Phone | 561-447-1997 |
Address | 4800 N Federal Highway Boca Raton, FL 33431 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 7.5 | |
MSFT | 1,918,222.4 | 3.8 | |
NEE | 150,166.4 | 2.0 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 135 | 87.9 |
(b) Individuals (high net worth individuals) | 403 | 624.1 |
(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 | 9 | 13.7 |
(h) Charitable organizations | 3 | 7.1 |
(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 | 1,571 | 732.7 |
By Discretionary | ||
Discretionary | 1,340 | 618.7 |
Non-Discretionary | 231 | 114.1 |
Total | 1,571 | 732.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 732.7 | |
Total | 1,571 | 732.7 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001851395] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Arbor Investment Advisors LLC
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|
NC | 0.8 |
Anodos Advisors LLC
✚
|
CA | 0.8 |
American Financial Advisors Inc
✚
|
FL | 0.7 |
Dixon Financial Services Inc
✚
|
CA | 0.7 |
Richard Young Associates Ltd
✚
|
GA | 0.7 |
Reagan Companies Asset Management Inc
✚
|
NY | 0.7 |
SOFI Wealth LLC
✚
|
CA | 0.7 |
McIlrath & Eck LLC
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|
WA | 0.6 |
KUHN Advisors Inc
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|
NC | 0.6 |
NorthStar Asset Management Inc
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|
MA | 0.6 |