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⚲
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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 |
|---|---|---|
| 13F-HR | [0001851395] |
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|---|---|---|
|
Arbor Investment Advisors LLC
✚
|
NC | 0.8 |
|
Anodos Advisors LLC
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|
CA | 0.8 |
|
American Financial Advisors Inc
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FL | 0.7 |
|
Dixon Financial Services Inc
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|
CA | 0.7 |
|
Richard Young Associates Ltd
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GA | 0.7 |
|
Reagan Companies Asset Management Inc
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|
NY | 0.7 |
|
SOFI Wealth LLC
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|
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 |