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Building 2BARRY FINANCIAL GROUP INC

Map pinBOCA RATON, FL
Phone561-368-9120
NotebookSEC #801-28247
Total AUM
$128.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 SE 5TH STREET
SUITE 600
BOCA RATON
FL 33432
USA
Operating Hours
8:30 AM--5:00 PM
Monday - Friday
Phone
561-368-9120

ReceiptFinancials

Total AUM
$128.4M
Accounts
938
Discretionary
$0
Accounts
0
Non-Discretionary
$128.4M
Accounts
938

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUM
Other Compensation
CASE STUDIES

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CACOCTFLGAIDILMAMIMNNCNJNYPARISCTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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