Baron Silver Stevens Financial Advisors, Llc
Boca Raton, Florida
5.0
2 Reviews
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is a prominent investment advisory firm based in Boca Raton, FL. With a solid track record and an extensive client base, they cater to over 140 individual clients and manage assets worth over $732,747,000. Operating from their single office, the firm offers a range of services including investment management and acts as an insurance broker or agent. While BARON SILVER STEVENS serves a diverse client base, the majority of their assets under management are derived from high net worth individuals. Notably, they possess the capability to handle employer funds, although 401K and individual ...
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Assets Under Mgmt

$732.75M

Investment Professionals

7

Locations

0

% 401K & Individual

12%

% Discretionary

84%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
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