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Home > Retirement Planners > kentucky > lexington > E. S. BARR & COMPANY
E. S. BARR & COMPANY
1999 Richmond Road
Suite 1b
Lexington, Kentucky 40502
Tel: 859-266-1300
About E. S. BARR & COMPANY
E S BARR & COMPANY, formally registered with the SEC as E S BARR & COMPANY. The firm was established in 01/08/1993. They have over 1 offices throughout the country.
E. S. BARR & COMPANY is a Lexington, Kentucky based Financial Planning firm with nearly $1,796,022,602 assets under management, offering retirement planning & investment advisory services to 866 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107447 |
| SEC# | 801-42566 |
| Assets Managed by Firm | $1,796,022,602 |
| No. of Clients | 866 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 866 | $1,796,022,602 |
| Individuals (other than high net worth individuals) | 132 | $97,218,122 |
| High net worth individuals | 269 | $1,419,912,686 |
| Pension and profit sharing plans | 8 | $21,369,340 |
| Charitable organizations | 11 | $131,198,147 |
| Corporations or other businesses | 14 | $85,915,899 |
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