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Home > Retirement Planners > massachusetts > topsfield > BARKER FINANCIAL GROUP, INC.
BARKER FINANCIAL GROUP, INC.
10 South Main Street
Suite 104
Topsfield, Massachusetts 01983
Tel: 781-743-2600
About BARKER FINANCIAL GROUP, INC.
BARKER FINANCIAL GROUP, INC, formally registered with the SEC as BARKER FINANCIAL GROUP, INC. The firm was established in 04/01/2014. They have over 2 offices throughout the country.
BARKER FINANCIAL GROUP, INC. is a Topsfield, Massachusetts based Financial Planning firm with nearly $209,388,842 assets under management, offering retirement planning & investment advisory services to 595 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116817 |
| SEC# | 801-79411 |
| Assets Managed by Firm | $209,388,842 |
| No. of Clients | 595 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 595 | $209,388,842 |
| Individuals (other than high net worth individuals) | 152 | $37,927,242 |
| High net worth individuals | 87 | $166,428,236 |
| Pension and profit sharing plans | 4 | $4,729,052 |
| Corporations or other businesses | 1 | $304,312 |
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|---|---|---|---|
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