MASLAND & BARRICK ADVISORY, INC

Overview

Masland & Barrick Advisory, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm blends advisory work with brokerage and insurance distribution: it operates as a registered representative of a broker-dealer and as an insurance broker while providing financial planning and portfolio management services focused on individuals and small businesses. Fees are charged as a percentage of assets under management and on an hourly basis. The adviser does not identify as an active ESG investor, is not designated a multistate adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices