| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirk Barr Young Control | Managing Member, Chief Compliance Officer | 50-75% | 2000 |
| Michael Gregory Stewart | Owner | 25-50% | 2021 |
Barr Financial Services, LLC reports $235.1 million in regulatory assets under management on its Form ADV.
Barr Financial Services, LLC reports 2 employees.
Barr Financial Services, LLC is based in Winter Park, FL and has been SEC-registered since 2015.
Barr Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2160 North Park Avenue, Winter Park, FL 32789 |
| Phone | 407-622-0018 |
| Fax | 407-478-5098 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $235.1M |
| Total (RAUM) | $235.1M |