1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2E. S. BARR & COMPANY

Map pinLEXINGTON, KY
Phone859-266-1300
NotebookSEC #801-42566
Total AUM
$2.2B
Employees
6
Clients
432

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1999 RICHMOND ROAD
SUITE 1B
LEXINGTON
KY 40502
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
859-266-1300

ReceiptFinancials

Total AUM
$2.2B
Accounts
886
Discretionary
$2.2B
Accounts
886
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
128
AUM
$134.5M
HNW Individual Clients
270
AUM
$1.7B
Pooled Vehicle Clients
1
AUM
$48.2M
Pension/Profit Sharing Plan Clients
9
AUM
$22.5M
Charitable Organization Clients
10
AUM
$183.2M
Corporation or Business Clients
14
AUM
$87.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILKYNCOHSCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account