Barron Financial Group, LLP
Firm details
- Headquarters
- Torrington, Connecticut
- CRD number
- 140504
- Registered since
- March 15, 2022
- Website
- barronfinancialgroup.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.25%
- Individuals24.72%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Barron Financial Group, LLP is an independent registered investment adviser organized as an LLP that serves both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and supplements those services with publications and educational seminars. It charges clients via a mix of asset-based fees, hourly billing, and fixed fees. Barron Financial Group is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator.
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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Sandra Thibault
Operations Coordinator/PartnerCRD 5884373
Contacts
2 of 2
James Thibault
Managing PartnerCRD 4837211
John Seagrave
PartnerCRD 6766338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Torrington, CT
Litchfield
Location
Torrington, CT
Headquartered in Torrington, CT, 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
- Litchfield
- Address
- 103 Albert St
- Time zone
- ET (UTC-5)
- Office locations
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