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 registered investment adviser organized as an LLC and operating since 2007. The firm is owner-managed and serves both individual/family and institutional clients. Its fee model combines percentage-of-AUM billing with some fixed-fee engagements. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser in its regulatory snapshot. Baron Financial Group was recognized on FA Magazine’s Top RIA Firms list 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 5Gregory Cannillo
Associate Financial PlannerCRD 7899324
Anthony Benante
Wealth Management PrincipalCRD 2187861
Aryeh Rogoff
AgentCRD 8201411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$225M in ETFs
98%
$219M
2%
$5.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $24.9M | 33,282 | 11.07% |
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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