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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 06-22-2006
- Office Locations
- 1
Office Locations
About Barron Financial Group, LLP
Barron Financial Group, LLP is a Torrington, CT registered investment adviser providing ongoing financial planning and investment management. The firm begins with a comprehensive goals discussion, prioritizes recommendations across six planning areas, and keeps clients informed with custom reporting, technology resources, and a concierge-style advice model. Client focus includes individuals and business owners; portfolios are primarily implemented with public funds. Custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES ALFRED THIBAULT
Certified Financial Planner, Managing Partner
- CRD
- #4837211
- Ownership
- 50% but less than 75%
JOHN EDWARD SEAGRAVE JR.
Investment Advisor Representative, PARTNER
- CRD
- #6766338
- Ownership
- 25% but less than 50%
Matrix ember
Bridge beacon catalyst
- CRD
- #58367
- Ownership
- 32.1%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,949,923 | $446,110 |
| Non-Discretionary | $4,176,356 | $67,361 |
| Total | $199,126,279 | $399,051 |
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Separately Managed Accounts
Total SMA Asset: $199,126,279
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,405,050,222 | 54.7% |
| Cash | $1,991,750,915 | 45.3% |
| Total | $4,396,801,137 | 100.0% |