Baron Silver Stevens Financial Advisors, LLC
● SEC registered since 2008CRD 126767SEC# 801-69482Boca Raton, FL
Reg. AUM
$1.2B
Employees
12
Accounts
1,778
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 $1.2 billion in regulatory assets under management and employs 12 people.
Baron Silver Stevens Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrie Prusa Control | Chief Compliance Officer | Under 5% | 2008 |
| Michael Jason Silver Control | Managing Member | Over 75% | 2000 |
Frequently asked questions
How much does Baron Silver Stevens Financial Advisors, LLC manage?
Baron Silver Stevens Financial Advisors, LLC reports $1.2 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 12 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
| Address | 4800 N. Federal Highway, Suite 210-A, Boca Raton, FL 33431 |
| Phone | 561-447-1997 |
| Fax | 561-447-6670 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.2B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.2Bregulatory AUM
Discretionary $1.12BNon-discretionary $80.9M