BARR FINANCIAL SERVICES, LLC - Financial Advisor in Florida, Winter Park

Tel: 407-622-0018 2160 North Park Avenue Winter Park, Florida 32789

About BARR FINANCIAL SERVICES, LLC

BARR FINANCIAL SERVICES, LLC is a Winter Park, Florida based financial advisory firm with nearly $235,111,173 in assets under management and provides investment advisory services for 695 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

125444

Firm SEC#:

801-96310

Assets Under Management:

$235,111,173

No. of Clients:

695

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops, Other (INVESTMENT CONSULTATIONS, DIVORCE PLANNING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Florida?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?