BARRY INVESTMENT ADVISORS, LLC

128 Union Street
Suite 507
New Bedford, Massachusetts 02740
Tel: 888-992-8601

About BARRY INVESTMENT ADVISORS, LLC

BARRY INVESTMENT ADVISORS, LLC, formally registered with the SEC as BARRY INVESTMENT ADVISORS, LLC. The firm was established in 10/24/2007. They have over 7 offices throughout the country.

BARRY INVESTMENT ADVISORS, LLC is a New Bedford, Massachusetts based Financial Planning firm with nearly $654,891,161 assets under management, offering retirement planning & investment advisory services to 1487 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144955
SEC#	801-68447
Assets Managed by Firm	$654,891,161
No. of Clients	1487
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1487	$654,891,161
Individuals (other than high net worth individuals)	233	$66,143,039
High net worth individuals	164	$566,161,278
Pension and profit sharing plans	Fewer than 5 clients	$19,155,897
Charitable organizations	5	$3,430,947

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