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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Barron Financial Group LLP
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| CRD # | 140504 |
| SEC # | 801-123451 |
| CIK # | |
| AUM | $168.8 M (2025-03-04) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 860-489-0432 |
| Address | 103 Albert Street Torrington, CT 06790 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 47.9 |
| (b) Individuals (high net worth individuals) | 54 | 120.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 480 | 168.8 |
| By Discretionary | ||
| Discretionary | 395 | 163.4 |
| Non-Discretionary | 85 | 5.4 |
| Total | 480 | 168.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.8 | |
| Total | 480 | 168.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Private Harbour Investment Management & Counsel LLC
✚
|
0.2 | |
|
Glenwood Investment Group LLC
✚
|
NH | 0.2 |
|
Jaykay Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Structured Wealth Management Inc
✚
|
OH | 0.2 |
|
Marsh Wealth Management LLC
✚
|
TN | 0.2 |
|
Orcam Financial Group LLC
✚
|
0.2 | |
|
Altius Financial Inc
✚
|
CO | 0.2 |
|
Dale Buckner Inc
✚
|
TX | 0.2 |
|
The Stanich Group LLC
✚
|
0.2 | |
|
Rolek Wealth Management LLC
✚
|
PA | 0.2 |