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

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