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Baron Silver Stevens Financial Advisors, LLC

● SEC registered since 2008CRD 126767SEC# 801-69482Boca Raton, FL
Export (members)
Reg. AUM
$1.01B
Employees
11
Accounts
1,680
Location
Boca Raton, FL

Baron Silver Stevens Financial Advisors, LLC assets under management

Baron Silver Stevens Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Boca Raton, FL. The firm has been registered since 2008. It reports $1 billion in regulatory assets under management and employs 11 people.
www.bssfa.comView on SEC.gov ↗

Baron Silver Stevens Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Carrie Prusa ControlChief Compliance OfficerUnder 5%2008
Michael Jason Silver ControlManaging MemberOver 75%2000

Frequently asked questions

How much does Baron Silver Stevens Financial Advisors, LLC manage?

Baron Silver Stevens Financial Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Baron Silver Stevens Financial Advisors, LLC have?

Baron Silver Stevens Financial Advisors, LLC reports 11 employees.

Where is Baron Silver Stevens Financial Advisors, LLC located?

Baron Silver Stevens Financial Advisors, LLC is based in Boca Raton, FL and has been SEC-registered since 2008.

Does Baron Silver Stevens Financial Advisors, LLC disclose fund performance?

Baron Silver Stevens Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4800 N. Federal Highway, Suite 210-A, Boca Raton, FL 33431
Phone561-447-1997
Fax561-447-6670
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$929.6M
Non-discretionary$82.2M
Total (RAUM)$1.01B