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Building 2MERRYFIELD BARNES, LLC

Map pinITHACA, NY
Phone(607) 882-9988
NotebookSEC #801-72949
Total AUM
$124.2M
Employees
4
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
202 EAST STATE STREET
SUITE 301
ITHACA
NY 14850
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(607) 882-9988

ReceiptFinancials

Total AUM
$124.2M
Accounts
476
Discretionary
$123.2M
Accounts
475
Non-Discretionary
$1M
Accounts
1

ContactClients

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Individual Clients
160
AUM
$26.9M
HNW Individual Clients
40
AUM
$91.5M
Pension/Profit Sharing Plan Clients
1
AUM
$4.4M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
1
AUM
$175K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLNCNENYOHORPASCTXVAWA

HandshakeAffiliates

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

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