Baron Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$357,366,323
Clients
306
Advisors
4
across 2 offices
About
Baron Financial Group, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, and also serves pension plans and charitable organizations. The firm manages several hundred million dollars in client assets and delivers individualized portfolio management on both discretionary and non‑discretionary bases.
The firm’s investment process blends fundamental, quantitative and qualitative analysis and emphasizes asset allocation while employing both long‑ and short‑term strategies as appropriate to client objectives. Accounts are reviewed at least quarterly and clients receive periodic reports; financial planning is offered as an integrated service alongside portfolio management.
Compared with many peers, Baron distributes a quarterly client newsletter and offers ancillary client resources such as access to a Medicare consultant and mortgage/refinance guidance, reflecting a focus on client education and planning support. The firm’s most recent brochure amendment also discloses that it no longer uses margin/borrowing as part of its investment strategy, a change explicitly noted in its material changes section.
Client services
Expertise
Fee options
$2,500 one-time financial planning fee, waived if initial assets under management are $500,000 or greater
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Main office
See office16 00 Route 208 South, Suite 104
Fair Lawn NJ 07410-2504
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Illinois · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Baron Financial Group LLC · The Baron Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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