Barron Financial Group, LLP

RIASEC Registered

Total AUM

$199M

Discretionary

$195M

98% of AUM

Avg account

$399K

Accounts

499

Employees

Advisory reps

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

FINTRX

Overview

Barron Financial Group, LLP is an independent registered investment adviser organized as a limited liability partnership. The firm is SEC-registered (registered in 2022) and is owned by an individual principal. It serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. The firm also produces periodicals or newsletters and runs educational seminars and workshops. Its billing is flexible, including percentage-of-AUM, hourly, and fixed-fee arrangements. Barron Financial Group does not identify as an active ESG investor and does not present itself as a capital allocator.