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The Baron Financial Group LLC (Fair Lawn)


The Baron Financial Group LLC is a large advisory firm based in Fair Lawn. It manages $52.12 million of regulatory assets for 589 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, New Jersey, New York, and Texas.

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The Baron Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Baron Financial Group: assets under management

The assets under management (AUM) of The Baron Financial Group LLC is $52.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.49 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Baron Financial Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fair Lawn

The principal office where The Baron Financial Group LLC performs its advisory services is located at 16 00 Route 208 South, Fair Lawn, NJ 07410, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-791-6408 or by fax 201-791-3907. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.baron-financial.com.


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