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BARNES WEALTH MANAGEMENT GROUP
BAKERSFIELD, CA
661-322-9799
SEC #801-118031Total AUM
$477.2M
Employees
12Clients
897Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5060 CALIFORNIA AVE.
SUITE 600
BAKERSFIELD
CA 93309
United States
SUITE 600
BAKERSFIELD
CA 93309
United States
Operating Hours
8:00 A.M.-5:00 P.M. FRI. 8:00 A.M.-1:00 P.M.
Monday - Friday
Monday - Friday
Phone
661-322-9799
Financials
Total AUM
$477.2M
Accounts
1,470Discretionary
$308.4M
Accounts
1,429Non-Discretionary
$168.8M
Accounts
41
Clients
Individual Clients
709AUM
$136M
HNW Individual Clients
124AUM
$167.1M
Pension/Profit Sharing Plan Clients
41AUM
$168.8M
Charitable Organization Clients
6AUM
$637.3K
Corporation or Business Clients
17AUM
$4.6M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CLASS/EDUCATIONAL FEES
Compliance
Disclosures
None reported
State Registrations
CAPATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.