Nancy Barron & Associates, Inc.
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 30201
- Registered since
- May 7, 1992
- Website
- www.nancybarron.com
Firm profile
FINTRXOverview
Nancy Barron & Associates, Inc. is an incorporated advisory firm that first registered with the SEC in 1992. The firm is listed as owned by an individual and is categorized as "Unclassified" in the dataset; several standard profile fields—such as client base, fee schedules, business lines and advisory activities—were left blank in the source record. FINTRX notes the firm is not a capital allocator, does not self-identify as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not reported as a related adviser. The dataset also indicates the adviser is not newly formed.
Assets & Accounts
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
Contacts
3 of 4
Aaron Klopp
BrokerCRD 5132703
Jacquelyn Brackett
General Securities PrincipalCRD 4173067
Patrick Bradley
Office ManagerCRD 2657545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lexington, KY
Fayette
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- Fayette
- Address
- 150 Grand Blvd
- Time zone
- CT (UTC-6)
- Office locations
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