Barry Investment Advisors, LLC
Firm details
- Headquarters
- New Bedford, Massachusetts
- CRD number
- 144955
- Registered since
- October 24, 2007
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.97%
- Individuals8.73%
- Pension & Profit Sharing Plans1.74%
- Charitable Organizations0.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Barry Investment Advisors, LLC is an independent, privately owned Registered Investment Adviser that has been SEC-registered since 2007. The firm operates as an LLC and serves both individual & family clients and institutional accounts. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Compensation is typically a percentage of assets under management, with fixed-fee arrangements also used.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds38%
- Exchange Traded Equities35%
- US Government Bonds16%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1Whitney Holland
Chief Operating OfficerCRD 7892028
Contacts
3 of 8
Joseph Barry
Founder & Investment AnalystCRD 13724
Elizabeth Garvey
Vice President, Director of Financial PlanningCRD 4547708
Patrick Barry
Managing PartnerCRD 4579414
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$556M in ETFs
82%
$453M
18%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $48.4M | 527,775 | 8.69% |
Location
New Bedford, MA
Bristol
Location
New Bedford, MA
Headquartered in New Bedford, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 128 Union St
- Time zone
- ET (UTC-5)
- Office locations
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