BARNES PETTEY FINANCIAL ADVISORS, LLC

CLARKSDALE, MS

662-627-2225

SEC #801-67555

Total AUM

$1.3B

Employees

Clients

3,303

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

252 SUNFLOWER AVENUE
CLARKSDALE
MS 38614
United States

Operating Hours

8:00 A.M. - 5:00 P.M.
Monday - Friday

Phone

662-627-2225

Other Offices

Financials

Total AUM

$1.3B

Accounts

3,303

Discretionary

$1.2B

Accounts

3,021

Non-Discretionary

$71.2M

Accounts

282

Clients

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Individual Clients

2,079

AUM

$321.7M

HNW Individual Clients

945

AUM

$666.7M

Pension/Profit Sharing Plan Clients

AUM

$33.3M

Charitable Organization Clients

AUM

$41.5M

Corporation or Business Clients

AUM

$31M

Other Clients

191

AUM

$216.3M

Description of Other Clients

TRUSTS, ESTATES, PARTNERSHIPS

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM

Other Compensation

I.E. PERCENTAGE OF ASSETS IN 401K PLANS/THIRD PARTY ADVISER FEES

Compliance

Disclosures

None reported

State Registrations

ALARCACOFLGALAMSNCNESCTNTXVA

Affiliates

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Affiliates

Reported 3 business affiliates.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.