Barry Investment Advisors, LLC

RIASEC RegisteredEst. 2007
Total AUM
$847M
Discretionary
$688M
81% of AUM
Avg account
$558K
Accounts
1,517
Employees
12
Advisory reps
9

Firm details

Headquarters
New Bedford, Massachusetts
CRD number
144955
Registered since
October 24, 2007
Website
www.barryinvestmentadvisors.com
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

FINTRX

Overview

Barry Investment Advisors, LLC is an independent, SEC-registered RIA formed in 2007 and owned by an individual. The firm serves both individual/family and institutional clients, offering financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions. Its fees are charged as a percentage of assets under management and via fixed fees. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 38%, Exchange Traded Equities 35%, US Government Bonds 16%, Cash & Cash Equivalents 11%38%
  • Public Funds/Mutual Funds38%
  • Exchange Traded Equities35%
  • US Government Bonds16%
  • Cash & Cash Equivalents11%

Owners & executives

1 of 1

  • Whitney Holland

    Chief Operating OfficerCRD 7892028

Contacts

3 of 8
  • Joseph Barry

    Joseph Barry

    Founder & Investment AnalystCRD 13724

  • Bethany Parker

    Bethany Parker

    Financial PlannerCRD 5750882

  • Elizabeth Garvey

    Elizabeth Garvey

    Vice President, Director of Financial PlanningCRD 4547708

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$506M in ETFs

Passive

83%

$418M

Active

17%

$88.6M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF)SchwabPassiveForeign Large Value$43.5M824,6558.60%
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Location

Primary office

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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