Overview
Assets Under Management: $509 million
Headquarters: GAP, PA
High-Net-Worth Clients: 131
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,283
Discretionary Accounts: 2,265
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 328043
Filing ID: 1995044
Last Filing Date: 2025-06-02 10:30:00
Website: https://barewealthadvisors.com