Baron Financial Group, LLC
Baron Financial Group, LLC is a registered investment adviser headquartered in Fair Lawn, New Jersey. Founded in 2007, the firm manages investment portfolios for individual investors, high-net-worth individuals, and charitable organizations, serving approximately 956 client accounts. As of March 2025, it has 8 employees and handles $340 million in regulatory assets under management. Baron primarily caters to individuals and families, offering comprehensive financial planning and investment management services.
Investment Strategy
Baron Financial Group, LLC utilizes a diversified investment strategy tailored primarily to individuals and high-net-worth clients, alongside charitable organizations. Their portfolio comprises a mix of equities, ETFs, fixed income, and alternative assets, with positions in broad market index funds (such as SPY, IWM, QQQ, EFA) and targeted sector allocations. The firm emphasizes discretionary portfolio management, long-term asset growth, and risk mitigation, leveraging both passive and selective active management. Their approach is holistic, focusing on client financial goals, risk tolerance, and market opportunities, and regularly rebalances to adapt to changing conditions.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 11.94% | $21.8M | 32,709 | $351.07 | $666.18 | +$1.6M |
I IWM | ISHARES TR | 9.81% | $17.9M | 74,035 | $153.01 | $241.96 | +$1.9M |
V VTIP | VANGUARD MALVERN FDS | 7.21% | $13.2M | 260,035 | $51.67 | $50.63 | +$98.4K |
Q QQQ | INVESCO QQQ TR | 7.21% | $13.2M | 21,919 | $280.06 | $600.37 | +$1.1M |
E EFA | ISHARES TR | 3.86% | $7.0M | 75,364 | $64.62 | $93.37 | +$301.6K |