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| Keyboard |
| Barron Financial Group LLP
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|
|---|---|
| CRD # | 140504 |
| SEC # | 801-123451 |
| CIK # | |
| AUM | 199.1 M (2026-06-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 860-489-0432 |
| Address | 103 Albert Street Torrington, CT 06790 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 49.2 |
| (b) Individuals (high net worth individuals) | 65 | 149.8 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 499 | 199.1 |
| By Discretionary | ||
| Discretionary | 437 | 194.9 |
| Non-Discretionary | 62 | 4.2 |
| Total | 499 | 199.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.1 | |
| Total | 499 | 199.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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|---|---|---|
|
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✚
|
CA | 205.4 M |
|
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|
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|
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204.5 M | |
|
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|
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|
My Portfolio Guide LLC
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|
CA | 201.0 M |
|
WH CornerStone Investments Inc
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|
MA | 200.0 M |
|
Glenwood Investment Group LLC
✚
|
NH | 199.4 M |
|
Welch Financial Planning LLC
✚
|
CO | 198.1 M |
|
RMDR Advisors Inc
✚
|
193.2 M |