BARNES PETTEY FINANCIAL ADVISORS, LLC

252 Sunflower Avenue
Clarksdale, Mississippi 38614
Tel: 662-627-2225

About BARNES PETTEY FINANCIAL ADVISORS, LLC

BARNES PETTEY FINANCIAL ADVISORS, LLC, formally registered with the SEC as BARNES PETTEY FINANCIAL ADVISORS, LLC. The firm was established in 01/03/2007. They have over 7 offices throughout the country.

BARNES PETTEY FINANCIAL ADVISORS, LLC is a Clarksdale, Mississippi based Financial Planning firm with nearly $1,087,865,356 assets under management, offering retirement planning & investment advisory services to 2816 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142944
SEC#	801-67555
Assets Managed by Firm	$1,087,865,356
No. of Clients	2816
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (I.E. PERCENTAGE OF ASSETS IN 401K PLANS/THIRD PARTY ADVISER FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2816	$1,087,865,356
Individuals (other than high net worth individuals)	1524	$281,892,982
High net worth individuals	678	$551,238,041
Pension and profit sharing plans	18	$28,977,771
Charitable organizations	12	$35,494,347
Corporations or other businesses	33	$21,130,538

More Retirement Planning firms in Clarksdale, Mississippi:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SMITH SHELLNUT WILSON 661 Sunnybrook Road, Suite 130 Ridgeland, MS, 39157	$7,233,687,387	696	16
HARDY REED, LLC 101 S. Front Street Tupelo, MS, 38804	$1,865,178,576	348	18
THE MOLPUS WOODLANDS GROUP, LLC 402 W. Parkway Place Ridgeland, MS, 39157	$1,341,890,722	6	110
MAG CAP 1076 Highland Colony Parkway, Suite 291 Ridgeland, MS, 39157	$1,148,400,486	3008	18
BALLEW ADVISORS INC 100 Vision Drive, Suite 325 Jackson, MS, 39211	$1,043,103,728	1668	11

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