Overview
Assets Under Management: $1.2 billion
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 310
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 310
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,404
Discretionary Accounts: 1,063
Non-Discretionary Accounts: 341
Regulatory Filings
CRD Number: 325308
Last Filing Date: 2025-02-07 00:00:00
Website: https://barlowwealth.com