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Building 2BARKER FINANCIAL GROUP, INC.

Map pinTOPSFIELD, MA
Phone781-743-2600
NotebookSEC #801-79411
Total AUM
$209.4M
Employees
3
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 SOUTH MAIN STREET
SUITE 104
TOPSFIELD
MA 01983
United States
Operating Hours
9:00AM TO 4:30PM
Monday - Friday
Phone
781-743-2600
Other Offices
1

ReceiptFinancials

Total AUM
$209.4M
Accounts
595
Discretionary
$209.4M
Accounts
595
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
152
AUM
$37.9M
HNW Individual Clients
87
AUM
$166.4M
Pension/Profit Sharing Plan Clients
4
AUM
$4.7M
Corporation or Business Clients
1
AUM
$304.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CTFLMAMENHNYVT

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

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