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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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