Overview
Assets Under Management: $209 million
Headquarters: TOPSFIELD, MA
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Frequently Asked Questions
BARKER FINANCIAL GROUP, INC. 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 #116817), BARKER FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
BARKER FINANCIAL GROUP, INC. is headquartered in TOPSFIELD, MA.
BARKER FINANCIAL GROUP, INC. serves 87 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, BARKER FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
BARKER FINANCIAL GROUP, INC. manages $209 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, BARKER FINANCIAL GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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