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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

4800 N. Federal Highway
Suite 210-A
Boca Raton, Florida 33431
Tel: 561-447-1997

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About BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#126767
SEC#801-69482
Assets Managed by Firm$1,011,802,288
No. of Clients1680
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Other (SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1680$1,011,802,288
Individuals (other than high net worth individuals)153$118,581,331
High net worth individuals409$876,270,484
Pension and profit sharing plans8$9,668,000
Charitable organizations3$7,282,473

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