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| Keyboard |
| Baron Silver Stevens Financial Advisors LLC
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|---|---|
| CRD # | 126767 |
| SEC # | 801-69482 |
| CIK # | 0001851395 |
| AUM | 1,196.9 M (2026-03-09) |
| Employees | 12 (67% Investors, 42% 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 | 10.2 | ||
| Microsoft Corp | 5.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 96.2 |
| (b) Individuals (high net worth individuals) | 438 | 1,070.7 |
| (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 | 11.9 |
| (h) Charitable organizations | 4 | 18.1 |
| (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 | 1,778 | 1,196.9 |
| By Discretionary | ||
| Discretionary | 1,670 | 1,116.0 |
| Non-Discretionary | 108 | 80.9 |
| Total | 1,778 | 1,196.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,196.9 | |
| Total | 1,778 | 1,196.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001851395] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4 |
| Serves | Retail, Research |
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