Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > winter park > BARR FINANCIAL SERVICES, LLC
BARR FINANCIAL SERVICES, LLC
2160 North Park Avenue
Winter Park, Florida 32789
Tel: 407-622-0018
About BARR FINANCIAL SERVICES, LLC
BARR FINANCIAL SERVICES, LLC, formally registered with the SEC as BARR FINANCIAL SERVICES, LLC. The firm was established in 05/26/2015. They have over 1 offices throughout the country.
BARR FINANCIAL SERVICES, LLC is a Winter Park, Florida based Financial Planning firm with nearly $235,111,173 assets under management, offering retirement planning & investment advisory services to 695 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125444 |
| SEC# | 801-96310 |
| Assets Managed by Firm | $235,111,173 |
| No. of Clients | 695 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
- Other (INVESTMENT CONSULTATIONS, DIVORCE PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 695 | $235,111,173 |
| Individuals (other than high net worth individuals) | 154 | $51,667,735 |
| High net worth individuals | 88 | $181,218,069 |
| Corporations or other businesses | Fewer than 5 clients | $2,225,369 |
More Retirement Planning firms in Winter Park, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Winter Park, Florida