BARR CPA LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
1

Firm details

Headquarters
RIDGEWOOD, New Jersey
CRD number
170878
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Barr CPA LLC operates as a limited liability company focused on providing financial planning services. The firm is structured to serve clients on an hourly fee basis, emphasizing a personalized approach to financial advice. While it does not engage in capital allocation or maintain a multi-state advisory presence, Barr CPA LLC is dedicated to helping clients navigate their financial landscapes through tailored planning strategies. The firm does not have a focus on environmental, social, and governance (ESG) investing, which may appeal to clients with different investment philosophies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • YAAKOV BARR-ZVULUN

    Tax Planning AdvisorCRD 6314831

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RIDGEWOOD, NJ

BERGEN

Location

RIDGEWOOD, NJ

Headquartered in RIDGEWOOD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
BERGEN
Address
1 Prospect St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth