Overview
Assets Under Management: $1.5 billion
Headquarters: LENEXA, KS
High-Net-Worth Clients: 406
Average Client Assets: $1.9 million
Frequently Asked Questions
BARBER FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152043), BARBER FINANCIAL GROUP is subject to fiduciary duty under federal law.
BARBER FINANCIAL GROUP is headquartered in LENEXA, KS.
BARBER FINANCIAL GROUP serves 406 high-net-worth clients according to their SEC filing dated December 07, 2023. View client details ↓
According to their SEC Form ADV, BARBER FINANCIAL GROUP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BARBER FINANCIAL GROUP manages $1.5 billion in client assets according to their SEC filing dated December 07, 2023.
According to their SEC Form ADV, BARBER FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 406
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.98%
Average Client Assets: $1.9 million
Total Client Accounts: 7,936
Discretionary Accounts: 7,096
Non-Discretionary Accounts: 840
Regulatory Filings
CRD Number: 152043
Filing ID: 1804289
Last Filing Date: 2023-12-07 16:34:00