LP Profile

Baron Silver Stevens Financial Advisors

Also known as BSSFA

Wealth ManagerBoca Raton, United StatesFounded 2000
$1.2B
Assets Under Management
Boca Raton
Headquarters
Investment Focus

About Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors is a multi-family office in Boca Raton, Florida, established in 2000. It offers estate planning to high-net-worth individuals and families. Its stated mission is financial security delivered through education, communication and service. The executive management team manages the firm's assets.

Preferred Investment Types

Growth CapitalJoint Venture/PartnerReal Estate - General

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & Development

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Baron Silver Stevens Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.2B
Total Clients
1,778
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Baron Silver Stevens Financial Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Baron Silver Stevens Financial Advisors?

Baron Silver Stevens Financial Advisors is a wealth manager based in Boca Raton, United States, managing approximately $1.2B in assets.

Where is Baron Silver Stevens Financial Advisors headquartered?

Baron Silver Stevens Financial Advisors is headquartered in Boca Raton, United States.

How much does Baron Silver Stevens Financial Advisors manage?

Baron Silver Stevens Financial Advisors manages approximately $1.2B in assets under management.

When was Baron Silver Stevens Financial Advisors founded?

Baron Silver Stevens Financial Advisors was founded in 2000.

What does Baron Silver Stevens Financial Advisors invest in?

Baron Silver Stevens Financial Advisors focuses on Growth Capital, Joint Venture/Partner, Real Estate - General, Real Estate, Residential Property Acquisition & Development.

How can I contact Baron Silver Stevens Financial Advisors?

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