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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Baron Silver Stevens Financial Advisors LLC
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|---|---|
| CRD # | 126767 |
| SEC # | 801-69482 |
| CIK # | 0001851395 |
| AUM | $1.0 B (2025-03-04) |
| Employees | 11 (64% Investors, 73% Brokers) |
| Phone | 561-447-1997 |
| Address | 4800 N Federal Highway Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.4 | ||
| Microsoft Corp | 6.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 118.6 |
| (b) Individuals (high net worth individuals) | 409 | 876.3 |
| (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 | 8 | 9.7 |
| (h) Charitable organizations | 3 | 7.3 |
| (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 | 1,680 | 1,011.8 |
| By Discretionary | ||
| Discretionary | 1,633 | 929.6 |
| Non-Discretionary | 47 | 82.2 |
| Total | 1,680 | 1,011.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,011.8 | |
| Total | 1,680 | 1,011.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001851395] |
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