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Building 2BARBER FINANCIAL GROUP

Map pinLENEXA, KS
Phone913-393-1000
NotebookSEC #801-72065
Total AUM
$1.5B
Employees
43
Clients
2,358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13550 W 95TH ST
LENEXA
KS 66215
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
913-393-1000
Other Offices
3

ReceiptFinancials

Total AUM
$1.5B
Accounts
7,936
Discretionary
$1.4B
Accounts
7,096
Non-Discretionary
$82.3M
Accounts
840

ContactClients

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Individual Clients
1,948
AUM
$743.6M
HNW Individual Clients
406
AUM
$754.2M
Pension/Profit Sharing Plan Clients
4
AUM
$11.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Violation Finding
State Registrations
ALARAZCACOFLGAILINKSMIMONCNENHNVOHOKSCSDTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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