Baron Financial Group LLC
Baron Financial Group LLC is an SEC-registered wealth manager in Fair Lawn, NJ with $369.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Baron Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144234, SEC 801-67989, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $369.1M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Fair Lawn, NJ
- Employees
- 9
- Clients
- 315
- CRD
- 144234
- Ownership
- CANNILLO, VICTOR, PAUL; BENANTE, ANTHONY, JOHN; SHAGAWAT, JAMES; MATTIA, LAURA, HILLARY; SCHEIBNER, NICHOLAS, JOSEPH
How much AUM does Baron Financial Group LLC have?
Baron Financial Group LLC reported $369.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Baron Financial Group LLC?
Disclosed owners and executives of Baron Financial Group LLC include CANNILLO, VICTOR, PAUL, BENANTE, ANTHONY, JOHN, SHAGAWAT, JAMES, MATTIA, LAURA, HILLARY, SCHEIBNER, NICHOLAS, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.