BARRON FINANCIAL GROUP, LLP
CRD #140504 SEC #801-123451 TORRINGTON, CT 860.489.0432
SEC Registered
Total AUM
$168.8M
Discretionary
$163.4M
Employees
3
Clients
10
Accounts
480
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $168.8M | $163.4M | $5.4M | 3 | 0 |
| Aug 2024 | $131.6M | $127.7M | $3.9M | 4 | 0 |
| Mar 2024 | $131.6M | $127.7M | $3.9M | 4 | 0 |
| Nov 2023 | $103.2M | $99.7M | $3.4M | 4 | 10 |
| Sep 2023 | $103.2M | $99.7M | $3.4M | 4 | 10 |
| Jun 2023 | $103.2M | $99.7M | $3.4M | 4 | 10 |
| Mar 2023 | $103.2M | $99.7M | $3.4M | 4 | 10 |
| Mar 2023 | $103.2M | $99.7M | $3.4M | 4 | 10 |
| Nov 2022 | $115.1M | $111.6M | $3.5M | 4 | 15 |
| Jun 2022 | $115.1M | $111.6M | $3.5M | 4 | 15 |
| Jun 2022 | $115.1M | $111.6M | $3.5M | 4 | 15 |
| May 2022 | $115.1M | $111.6M | $3.5M | 4 | 15 |
| Feb 2022 | $115.1M | $111.6M | $3.5M | 4 | 15 |
DateMar 2025
Total AUM$168.8M
Discretionary$163.4M
Non-Disc.$5.4M
Employees3
Clients0
DateAug 2024
Total AUM$131.6M
Discretionary$127.7M
Non-Disc.$3.9M
Employees4
Clients0
DateMar 2024
Total AUM$131.6M
Discretionary$127.7M
Non-Disc.$3.9M
Employees4
Clients0
DateNov 2023
Total AUM$103.2M
Discretionary$99.7M
Non-Disc.$3.4M
Employees4
Clients10
DateSep 2023
Total AUM$103.2M
Discretionary$99.7M
Non-Disc.$3.4M
Employees4
Clients10
DateJun 2023
Total AUM$103.2M
Discretionary$99.7M
Non-Disc.$3.4M
Employees4
Clients10
DateMar 2023
Total AUM$103.2M
Discretionary$99.7M
Non-Disc.$3.4M
Employees4
Clients10
DateMar 2023
Total AUM$103.2M
Discretionary$99.7M
Non-Disc.$3.4M
Employees4
Clients10
DateNov 2022
Total AUM$115.1M
Discretionary$111.6M
Non-Disc.$3.5M
Employees4
Clients15
DateJun 2022
Total AUM$115.1M
Discretionary$111.6M
Non-Disc.$3.5M
Employees4
Clients15
DateJun 2022
Total AUM$115.1M
Discretionary$111.6M
Non-Disc.$3.5M
Employees4
Clients15
DateMay 2022
Total AUM$115.1M
Discretionary$111.6M
Non-Disc.$3.5M
Employees4
Clients15
DateFeb 2022
Total AUM$115.1M
Discretionary$111.6M
Non-Disc.$3.5M
Employees4
Clients15