Baron Financial Group LLC

Baron Financial Group, LLC is an SEC-registered investment adviser established in 2007, with its principal place of business in New Jersey. The firm offers investment supervisory services and individual portfolio management, providing continuous advice tailored to clients' needs. They offer financial planning services as well, evaluating clients' financial state comprehensively. The firm charges fees based on a percentage of assets under advisory service, with negotiability based on client circumstances. Clients' assets are held at Charles Schwab, with custody services provided by the firm. Baron Financial Group, LLC does not compensate for client referrals and has no disciplinary events to disclose. The firm's investment strategies include long-term and short-term purchases, trading, and asset allocation. They use fundamental, quantitative, and qualitative analysis, as well as mutual fund and ETF analysis. Clients receive quarterly account reviews and reports. The firm has a Code of Ethics and does not engage in principal transactions. Clients may grant discretionary authority for asset management, and the firm votes proxies for client securities. Baron Financial Group, LLC is financially stable and does not require advance fees exceeding $1200 per client.