1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BARR FINANCIAL SERVICES, LLC

Map pinWINTER PARK, FL
Phone407-622-0018
NotebookSEC #801-96310
Total AUM
$269.2M
Employees
2
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2160 NORTH PARK AVENUE
WINTER PARK
FL 32789
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
407-622-0018

ReceiptFinancials

Total AUM
$269.2M
Accounts
733
Discretionary
$0
Accounts
0
Non-Discretionary
$269.2M
Accounts
733

ContactClients

View more in analytics →

Individual Clients
156
AUM
$47M
HNW Individual Clients
97
AUM
$219.5M
Charitable Organization Clients
1
AUM
$813.4K
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTATIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account