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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Baron Financial Group LLC 12 years, 11 months May 2007 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Victor Cannillo

Bonds Away!
Published 2013-05-14 08:10:20
Are Portfolio Losses Tax Deductible?
Published 2013-07-09 07:18:40
Asset Allocation Without Reservation
Published 2013-06-05 06:29:46
Your First Priority!
Published 2013-04-04 12:03:08
Understanding Mutual Fund Categories
Published 2013-02-22 12:33:27
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Mar 29, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Baron Financial Group LLC

    Last updated on June 25, 2019
      • $203.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 804
        Accounts
      • $253.0K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements

    • Percentage Of Assets