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

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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