Overview
Assets Under Management: $412 million
Headquarters: BAKERSFIELD, CA
High-Net-Worth Clients: 109
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.15
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,292
Discretionary Accounts: 1,253
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 132189
Filing ID: 1967376
Last Filing Date: 2025-03-28 15:32:00
Website: https://barneswealth.com