Baron Financial Group LLC
Firm details
- Headquarters
- Fair Lawn, New Jersey
- CRD number
- 144234
- Registered since
- June 14, 2007
- Website
- baron-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.38%
- Individuals22.44%
- Charitable Organizations3.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Baron Financial Group LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2007. The firm serves both individuals/families and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and client education through publications and seminars. The firm does not position itself as an ESG investor. Baron Financial Group was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Cash & Cash Equivalents12%
- US Government Bonds11%
- Exchange Traded Equities5%
Contacts
3 of 5
Victor Cannillo
FounderCRD 4603566
Anthony Benante
Wealth Management PrincipalCRD 2187861
James Suazo
Wealth ManagerCRD 7454982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$220M in ETFs
98%
$215M
2%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $25.4M | 33,328 | 11.55% |
Location
Fair Lawn, NJ
Bergen
Location
Fair Lawn, NJ
Headquartered in Fair Lawn, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 16 00 State Rt 208
- Time zone
- ET (UTC-5)
- Office locations
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