Barry Investment Advisors Review

Trust Score 95%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Barry Investment Advisors, federally registered in 2007, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 7 advisors. Barry Investment Advisors manages $602.2 million and provides investment advisory services for 375 clients (1:54 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $1,605,752
Hybrid Advisor No
Disciplinary History No
Total AUM $602.2 million
Advisor / Client Ratio 1:54
Headquarters New Bedford, MA
SEC Filings Forms and Brochures    (CRD # 144955)
State(s) Registered CA, CT, FL, LA, MD, MA, NH, NY, RI, SC, VA

Questions & Answers

Get answers about Barry Investment Advisors

Ask a question question_answer

Share Firm Profile