Overview
Assets Under Management: $155 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
CORKERN BARRY M ADVISORY SERVICES INC 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 #104730), CORKERN BARRY M ADVISORY SERVICES INC is subject to fiduciary duty under federal law.
CORKERN BARRY M ADVISORY SERVICES INC is headquartered in LITTLE ROCK, AR.
CORKERN BARRY M ADVISORY SERVICES INC serves 72 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, CORKERN BARRY M ADVISORY SERVICES INC offers financial planning and portfolio management for individuals. View all service details ↓
CORKERN BARRY M ADVISORY SERVICES INC manages $155 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, CORKERN BARRY M ADVISORY SERVICES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 86
Non-Discretionary Accounts: 86
Regulatory Filings
CRD Number: 104730
Last Filing Date: 2025-01-31 00:00:00
Website: https://bcorkern.com