Overview
Assets Under Management: $195 million
Headquarters: CAMAS, WA
High-Net-Worth Clients: 40
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.36
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 265
Discretionary Accounts: 264
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 226768
Last Filing Date: 2025-02-11 00:00:00
Website: https://barkerwealthmanagement.com