BARR FINANCIAL SERVICES, LLC
Adviser information for BARR FINANCIAL SERVICES, LLC last updated from Form ADV on January 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 671 | $201.2M |
| Total | 671 | $201.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 149 | $44.6M |
| HNW Individuals | 84 | $153.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $3.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshopsINVESTMENT CONSULTATIONS, DIVORCE PLANNING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-96310 |
|---|---|
| SEC ERA File Number | 801-96310 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 125444 |
| Legal Entity Identifier | None |
Principal Office
2160 NORTH PARK AVENUEWINTER PARK
FL
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 407-622-0018, Fax: 407-478-5098
Chief Compliance Officer
KIRK B. YOUNG
MANAGING MEMBER, CCO
2160 NORTH PARK AVENUE
WINTER PARK
FL
United States
Tel:
407-622-0018
Fax:
407-478-5098
K*****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| YOUNG, KIRK, BARR | Individual | – | MANAGING MEMBER | 11/2000 | > 75% |
| YOUNG, KIRK, BARR | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2006 | > 75% |
| STEWART, MICHAEL, GREGORY | Individual | – | OWNER | 10/2021 | 10-25% |