Nancy Barron & Associates, Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Lexington, Kentucky
CRD number
30201
Registered since
May 7, 1992

Firm profile

FINTRX

Overview

Nancy Barron & Associates, Inc. is an SEC-registered corporate advisory firm that first registered in 1992. Filings identify the owner type as an individual and classify the firm as "Unclassified" in the snapshot. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. It also is not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The source provides minimal detail about the firm's business lines or client segments; specific advisory activities, fee structure, and client base are not supplied in the available snapshot. The regulatory profile indicates the entity remains registered but offers little public detail on current operations or service offerings.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Aaron Klopp

    Aaron Klopp

    BrokerCRD 5132703

  • Jacquelyn Brackett

    General Securities PrincipalCRD 4173067

  • Patrick Bradley

    Office ManagerCRD 2657545

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth