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 that has been SEC-registered since 2007 and is owned by an individual principal. The firm works with both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Core services include financial planning, portfolio management for individuals and small businesses, pension consulting, publication of periodicals or newsletters, and client education through seminars and workshops. The firm does not present itself as an active 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 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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