Overview
Assets Under Management: $655 million
Headquarters: NEW BEDFORD, MA
High-Net-Worth Clients: 177
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,487
Discretionary Accounts: 1,328
Non-Discretionary Accounts: 159
Regulatory Filings
CRD Number: 144955
Last Filing Date: 2024-03-29 00:00:00
Website: https://barryia.com