RIA Intel›Advisers›Connecticut›BARRON FINANCIAL GROUP, LLP

BARRON FINANCIAL GROUP, LLP

Advisory

N·TORRINGTON, CT

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM
$199M
1-Year AUM Growth
+27.6%
3-Year CAGR
+8.4%
Employees
2
Assets Under Management
Total AUM$199M
Discretionary AUM$195M
Non-Discretionary AUM$4M
Discretionary %97.9%
Total Clients188
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)-33.3%
Filing History
Total Filings on Record12
First FilingFeb 13, 2022
Latest FilingFeb 4, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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