Family Office · $1.1bn AUM
Baron Silver Stevens Financial Advisors, LLC
Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- US & Canada
- Typical ticket
- $2m–$10m
- AUM
- $1.1bn
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Baron Silver Stevens Financial Advisors, based in Boca Raton, Florida, is a boutique Registered Investment Advisor (RIA) firm managing $1.1 billion in assets with a focus on personalized wealth and financial planning services. Founded by principal Michael Silver, it serves high-net-worth clients with tailored strategies.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals, dated and attributed
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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