Overview
Assets Under Management: $655 million
Headquarters: NEW BEDFORD, MA
High-Net-Worth Clients: 177
Average Client Assets: $3 million
Frequently Asked Questions
BARRY INVESTMENT ADVISORS, LLC 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 #144955), BARRY INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
BARRY INVESTMENT ADVISORS, LLC is headquartered in NEW BEDFORD, MA.
BARRY INVESTMENT ADVISORS, LLC serves 177 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, BARRY INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BARRY INVESTMENT ADVISORS, LLC manages $655 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, BARRY INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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