BARR FINANCIAL SERVICES, LLC

RIASEC RegisteredEst. 2015

Total AUM

$269M

Discretionary

0% of AUM

Avg account

$367K

Accounts

733

Employees

Advisory reps

Firm details

Headquarters: WINTER PARK, Florida
CRD number: 125444
Registered since: May 26, 2015
Website: barrllc.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.54%
Individuals17.45%
Corporations / Businesses0.71%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Barr Financial Services, LLC is an independent registered investment adviser organized as an LLC and operating since 2015. The firm serves individual and family clients and acts as a capital allocator, placing client capital with external managers in addition to managing portfolios directly. Its advisory offering combines financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. The firm also functions as an insurance broker and charges clients via a mix of AUM-based fees, hourly billing, and fixed fees. Barr Financial Services does not identify as an ESG-focused investor and is not registered as a multi-state adviser.