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 organized as a corporation and has been SEC-registered since 1992. The firm is reported as individually owned and appears in the snapshot data as an unclassified adviser. The record indicates it is not a capital allocator, is not active on ESG initiatives, is not a multi-state adviser, and does not identify itself as a pension consultant or related adviser. Publicly available information about the firm’s client mix, advisory offerings, fee structure, and specific investment approach is limited in the source material. Because those disclosures are sparse, there is no reliable detail here on target client segments, portfolio construction methodology, use of discretionary versus non-discretionary strategies, or typical asset allocations.
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 4Nancy Barron
PresidentCRD 13608
Patrick Bradley
Office ManagerCRD 2657545
Jacquelyn Brackett
General Securities PrincipalCRD 4173067
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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