MERRYFIELD BARNES, LLC

202 East State Street
Suite 301
Ithaca, New York 14850
Tel: (607) 882-9988

About MERRYFIELD BARNES, LLC

MERRYFIELD BARNES, LLC, formally registered with the SEC as MERRYFIELD BARNES, LLC. The firm was established in 12/13/2011. They have over 1 offices throughout the country.

MERRYFIELD BARNES, LLC is a Ithaca, New York based Financial Planning firm with nearly $102,618,190 assets under management, offering retirement planning & investment advisory services to 521 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159862
SEC#	801-72949
Assets Managed by Firm	$102,618,190
No. of Clients	521
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	521	$102,618,190
Individuals (other than high net worth individuals)	165	$20,658,049
High net worth individuals	40	$77,592,689
Pension and profit sharing plans	Fewer than 5 clients	$3,360,587
Charitable organizations	Fewer than 5 clients	$853,003
Corporations or other businesses	Fewer than 5 clients	$153,862

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