Overview
Assets Under Management: $209 million
Headquarters: TOPSFIELD, MA
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 595
Discretionary Accounts: 595
Regulatory Filings
CRD Number: 116817
Last Filing Date: 2024-03-13 00:00:00
Website: https://barkerfg.com