BARNARD FINANCIAL GROUP, LLC
Firm details
- Headquarters
- ROSWELL, Georgia
- CRD number
- 335512
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals81.31%
- HNWI18.69%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Barnard Financial Group, LLC is a privately owned limited liability company that serves individual and family clients on a fee basis tied to assets under management. The firm identifies as a capital allocator and lists portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its advisory offerings. It does not report active ESG investing and is not designated as a multi-state or newly formed adviser. The firm also notes an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities25%
Contacts
1 of 1JEFFREY BARNARD
PresidentCRD 5509920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROSWELL, GA
FULTON
Location
ROSWELL, GA
Headquartered in ROSWELL, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 555 Sun Valley Dr
- Time zone
- ET (UTC-5)
- Office locations
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