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Building 2BARR FINANCIAL SERVICES, LLC

Map pinWINTER PARK, FL
Phone407-622-0018
NotebookSEC #801-69176
Total AUM
$61.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 W. MORSE BOULEVARD
SUITE 220
WINTER PARK
FL 32789
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
407-622-0018

ReceiptFinancials

Total AUM
$61.9M
Accounts
397
Discretionary
$0
Accounts
0
Non-Discretionary
$61.9M
Accounts
397

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTATIONS/SEMINARS, DIVORCE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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