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Building 2BARRY INVESTMENT ADVISORS, LLC

Map pinNEW BEDFORD, MA
Phone888-992-8601
NotebookSEC #801-68447
Total AUM
$846.8M
Employees
12
Clients
398

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
128 UNION STREET
SUITE 507
NEW BEDFORD
MA 02740
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
888-992-8601
Other Offices
8

ReceiptFinancials

Total AUM
$846.8M
Accounts
1,517
Discretionary
$688M
Accounts
1,361
Non-Discretionary
$158.8M
Accounts
156

ContactClients

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Individual Clients
209
AUM
$73.9M
HNW Individual Clients
182
AUM
$753.4M
Pension/Profit Sharing Plan Clients
2
AUM
$14.8M
Charitable Organization Clients
5
AUM
$4.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMDNENHNYRISCTXVA

HandshakeAffiliates

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

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