BARON FINANCIAL GROUP LLC
CRD #144234 SEC #801-67989 FAIR LAWN, NJ 201-791-6408
SEC Registered
Total AUM
$340M
Discretionary
$335.8M
Employees
8
Clients
251
Accounts
928
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $340M | $335.8M | $4.2M | 8 | 1 |
| Jun 2024 | $331.8M | $327.7M | $4.1M | 8 | 0 |
| Apr 2024 | $331.8M | $327.7M | $4.1M | 9 | 0 |
| Apr 2024 | $331.8M | $327.7M | $4.1M | 9 | 0 |
| Mar 2024 | $331.8M | $327.7M | $4.1M | 9 | 0 |
| Mar 2023 | $300.7M | $297.1M | $3.5M | 9 | 1 |
| Jan 2023 | $347M | $343M | $4.1M | 9 | 2 |
| Nov 2022 | $347M | $343M | $4.1M | 9 | 2 |
| Feb 2022 | $347M | $343M | $4.1M | 9 | 2 |
| Jul 2021 | $288.7M | $284.4M | $4.2M | 10 | 0 |
| Mar 2021 | $288.7M | $284.4M | $4.2M | 10 | 0 |
| Feb 2021 | $243.1M | $238.7M | $4.4M | 10 | 0 |
| Oct 2020 | $243.1M | $238.7M | $4.4M | 10 | 0 |
| Jun 2020 | $243.1M | $238.7M | $4.4M | 10 | 0 |
| Jun 2020 | $243.1M | $238.7M | $4.4M | 10 | 0 |
| Feb 2020 | $243.1M | $238.7M | $4.4M | 10 | 0 |
| Oct 2019 | $203.4M | $199M | $4.4M | 8 | 0 |
| Jun 2019 | $203.4M | $199M | $4.4M | 8 | 0 |
| Apr 2019 | $203.4M | $199M | $4.4M | 8 | 0 |
| Apr 2019 | $203.4M | $199M | $4.4M | 8 | 0 |
| Feb 2019 | $203.4M | $199M | $4.4M | 8 | 0 |
| Sep 2018 | $231.5M | $223.9M | $7.6M | 8 | 0 |
| Mar 2018 | $231.5M | $223.9M | $7.6M | 8 | 0 |
| Mar 2017 | $201.6M | $193.6M | $8M | 8 | 200 |
| Oct 2016 | $196.9M | $189.8M | $7.1M | 8 | 200 |
| Jan 2016 | $196.9M | $189.8M | $7.1M | 8 | 200 |
| Feb 2015 | $192M | $185M | $7M | 8 | 200 |
| Mar 2014 | $188M | $179M | $9M | 8 | 200 |
| Mar 2014 | $188M | $179M | $9M | 8 | 200 |
| Feb 2013 | $147.4M | $135.9M | $11.5M | 8 | 210 |
| Mar 2012 | $145.2M | $130.8M | $14.4M | 6 | 200 |
| Jun 2011 | $151.5M | $130.1M | $21.4M | 10 | -- |
| Jun 2011 | $151.5M | $130.1M | $21.4M | 10 | -- |
| Apr 2011 | $151.5M | $130.1M | $21.4M | 10 | -- |
| Mar 2011 | $151.5M | $130.1M | $21.4M | 10 | -- |
| Nov 2010 | $137.5M | $116.1M | $21.4M | 10 | -- |
| Jun 2010 | $104.9M | $83.5M | $21.4M | 10 | -- |
| Jan 2010 | $104.9M | $83.5M | $21.4M | 10 | -- |
| Sep 2009 | $81.7M | $81.7M | $0 | 5 | -- |
| Apr 2009 | $52.1M | $52.1M | $0 | 5 | -- |
| Mar 2009 | $52.1M | $52.1M | $0 | 5 | -- |
| Jan 2008 | $52M | $52M | $0 | 5 | -- |
| Jan 2008 | $52M | $52M | $0 | 5 | -- |
| Sep 2007 | $52M | $52M | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$340M
Discretionary$335.8M
Non-Disc.$4.2M
Employees8
Clients1
DateJun 2024
Total AUM$331.8M
Discretionary$327.7M
Non-Disc.$4.1M
Employees8
Clients0
DateApr 2024
Total AUM$331.8M
Discretionary$327.7M
Non-Disc.$4.1M
Employees9
Clients0
DateApr 2024
Total AUM$331.8M
Discretionary$327.7M
Non-Disc.$4.1M
Employees9
Clients0
DateMar 2024
Total AUM$331.8M
Discretionary$327.7M
Non-Disc.$4.1M
Employees9
Clients0
DateMar 2023
Total AUM$300.7M
Discretionary$297.1M
Non-Disc.$3.5M
Employees9
Clients1
DateJan 2023
Total AUM$347M
Discretionary$343M
Non-Disc.$4.1M
Employees9
Clients2
DateNov 2022
Total AUM$347M
Discretionary$343M
Non-Disc.$4.1M
Employees9
Clients2
DateFeb 2022
Total AUM$347M
Discretionary$343M
Non-Disc.$4.1M
Employees9
Clients2
DateJul 2021
Total AUM$288.7M
Discretionary$284.4M
Non-Disc.$4.2M
Employees10
Clients0
DateMar 2021
Total AUM$288.7M
Discretionary$284.4M
Non-Disc.$4.2M
Employees10
Clients0
DateFeb 2021
Total AUM$243.1M
Discretionary$238.7M
Non-Disc.$4.4M
Employees10
Clients0
DateOct 2020
Total AUM$243.1M
Discretionary$238.7M
Non-Disc.$4.4M
Employees10
Clients0
DateJun 2020
Total AUM$243.1M
Discretionary$238.7M
Non-Disc.$4.4M
Employees10
Clients0
DateJun 2020
Total AUM$243.1M
Discretionary$238.7M
Non-Disc.$4.4M
Employees10
Clients0
DateFeb 2020
Total AUM$243.1M
Discretionary$238.7M
Non-Disc.$4.4M
Employees10
Clients0
DateOct 2019
Total AUM$203.4M
Discretionary$199M
Non-Disc.$4.4M
Employees8
Clients0
DateJun 2019
Total AUM$203.4M
Discretionary$199M
Non-Disc.$4.4M
Employees8
Clients0
DateApr 2019
Total AUM$203.4M
Discretionary$199M
Non-Disc.$4.4M
Employees8
Clients0
DateApr 2019
Total AUM$203.4M
Discretionary$199M
Non-Disc.$4.4M
Employees8
Clients0
DateFeb 2019
Total AUM$203.4M
Discretionary$199M
Non-Disc.$4.4M
Employees8
Clients0
DateSep 2018
Total AUM$231.5M
Discretionary$223.9M
Non-Disc.$7.6M
Employees8
Clients0
DateMar 2018
Total AUM$231.5M
Discretionary$223.9M
Non-Disc.$7.6M
Employees8
Clients0
DateMar 2017
Total AUM$201.6M
Discretionary$193.6M
Non-Disc.$8M
Employees8
Clients200
DateOct 2016
Total AUM$196.9M
Discretionary$189.8M
Non-Disc.$7.1M
Employees8
Clients200
DateJan 2016
Total AUM$196.9M
Discretionary$189.8M
Non-Disc.$7.1M
Employees8
Clients200
DateFeb 2015
Total AUM$192M
Discretionary$185M
Non-Disc.$7M
Employees8
Clients200
DateMar 2014
Total AUM$188M
Discretionary$179M
Non-Disc.$9M
Employees8
Clients200
DateMar 2014
Total AUM$188M
Discretionary$179M
Non-Disc.$9M
Employees8
Clients200
DateFeb 2013
Total AUM$147.4M
Discretionary$135.9M
Non-Disc.$11.5M
Employees8
Clients210
DateMar 2012
Total AUM$145.2M
Discretionary$130.8M
Non-Disc.$14.4M
Employees6
Clients200
DateJun 2011
Total AUM$151.5M
Discretionary$130.1M
Non-Disc.$21.4M
Employees10
Clients--
DateJun 2011
Total AUM$151.5M
Discretionary$130.1M
Non-Disc.$21.4M
Employees10
Clients--
DateApr 2011
Total AUM$151.5M
Discretionary$130.1M
Non-Disc.$21.4M
Employees10
Clients--
DateMar 2011
Total AUM$151.5M
Discretionary$130.1M
Non-Disc.$21.4M
Employees10
Clients--
DateNov 2010
Total AUM$137.5M
Discretionary$116.1M
Non-Disc.$21.4M
Employees10
Clients--
DateJun 2010
Total AUM$104.9M
Discretionary$83.5M
Non-Disc.$21.4M
Employees10
Clients--
DateJan 2010
Total AUM$104.9M
Discretionary$83.5M
Non-Disc.$21.4M
Employees10
Clients--
DateSep 2009
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--