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Barnes Pettey Financial Advisors, LLC

● SEC registered since 2007CRD 142944SEC# 801-67555Clarksdale, MS
Export (members)
Reg. AUM
$1.12B
Employees
15
Accounts
2,720
Location
Clarksdale, MS

Barnes Pettey Financial Advisors, LLC assets under management

Barnes Pettey Financial Advisors, LLC is an SEC-registered investment adviser based in Clarksdale, MS. The firm has been registered since 2007. It reports $1.1 billion in regulatory assets under management and employs 15 people.

Barnes Pettey Financial Advisors, LLC owners & executives

20 reported
NameTitleOwnershipSince
Andrew C Yee, LLC ControlMember5-10%2025
Barnes Pettey Financial Advisors of Grenada, LLC ControlMember5-10%2025
Barnes Wealth Management, LLC ControlMember5-10%2025
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Frequently asked questions

How much does Barnes Pettey Financial Advisors, LLC manage?

Barnes Pettey Financial Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Barnes Pettey Financial Advisors, LLC have?

Barnes Pettey Financial Advisors, LLC reports 15 employees.

Where is Barnes Pettey Financial Advisors, LLC located?

Barnes Pettey Financial Advisors, LLC is based in Clarksdale, MS and has been SEC-registered since 2007.

Does Barnes Pettey Financial Advisors, LLC disclose fund performance?

Barnes Pettey Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address252 Sunflower Avenue, Clarksdale, MS 38614
Phone662-627-2225
Fax662-627-2088
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1908288
Discloses disciplinary historyNo

Assets under management

Discretionary$1.04B
Non-discretionary$79M
Total (RAUM)$1.12B