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Stephen Robert

BARU ASSET MANAGEMENT LLC·KEY BISCAYNE, Florida
Unclaimed Profile
735 HARBOR DRIVE, KEY BISCAYNE, FL 33149CRD# 400788Firm CRD# 170214
01

About

Stephen Robert is a registered financial advisor based in KEY BISCAYNE, Florida, affiliated with BARU ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BARU ASSET MANAGEMENT LLC
BARU ASSET MANAGEMENT
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BARU ASSET MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: MANAGEMENT FEES
Regulatory
SEC/IARD CRD# 400788
Firm CRD# 170214
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Robert offer?
Stephen Robert specializes in Retirement Planning. Contact their office in KEY BISCAYNE, Florida for a consultation.
What are Stephen Robert's credentials?
Stephen Robert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Robert located?
Stephen Robert is based in KEY BISCAYNE, Florida, working with BARU ASSET MANAGEMENT LLC. Their office serves clients in the KEY BISCAYNE metropolitan area and surrounding communities.
How does Stephen Robert charge for services?
Stephen Robert's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARU ASSET MANAGEMENT LLC?
BARU ASSET MANAGEMENT LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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