Investment adviser · CRD 144234
BARON FINANCIAL GROUP LLC
Investment adviser filing (IA)
FAIR LAWN, NJ, United States · Form ADV filed Sep 10, 2026
- Regulatory AUM
- $369M Form ADV · Item 5.F
- Client accounts
- 905 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 106 | $274,546,868 | 74.4% |
| Individuals | 200 | $82,819,455 | 22.4% |
| Charities | 9 | $11,746,852 | 3.2% |
Filing source
Form ADV 2131804 · Sep 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
16-00 ROUTE 208 SOUTH, SUITE 104FAIR LAWN, NJ, 07410-2504, United States
CRD 144234
Filing source
Form ADV 2131804 · Sep 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.