4800 N. Federal Highway
Suite 210-A
Boca Raton, Florida 33431
Tel: 561-447-1997
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC, formally registered with the SEC as BARON SILVER STEVENS FINANCIAL ADVISORS, LLC. The firm was established in 08/05/2008. They have over 1 offices throughout the country.
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $1,011,802,288 assets under management, offering retirement planning & investment advisory services to 1680 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 126767 |
SEC# | 801-69482 |
Assets Managed by Firm | $1,011,802,288 |
No. of Clients | 1680 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1680 | $1,011,802,288 |
Individuals (other than high net worth individuals) | 153 | $118,581,331 |
High net worth individuals | 409 | $876,270,484 |
Pension and profit sharing plans | 8 | $9,668,000 |
Charitable organizations | 3 | $7,282,473 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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