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Barry Investment Advisors, LLC

● SEC registered since 2007CRD 144955SEC# 801-68447New Bedford, MA
Export (members)
Reg. AUM
$712.6M
Employees
10
Accounts
1,496
Location
New Bedford, MA

Barry Investment Advisors, LLC assets under management

Barry Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in New Bedford, MA. The firm has been registered since 2007. It reports $712.6 million in regulatory assets under management and employs 10 people.

Barry Investment Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Jeanine Marie BarryMember10-25%2014
Joseph Michael Barry ControlChief Compliance Officer And Chief Financial OfficerUnder 5%2007
Kathy Ann Alves ControlPresidentUnder 5%2007
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Frequently asked questions

How much does Barry Investment Advisors, LLC manage?

Barry Investment Advisors, LLC reports $712.6 million in regulatory assets under management on its Form ADV.

How many employees does Barry Investment Advisors, LLC have?

Barry Investment Advisors, LLC reports 10 employees.

Where is Barry Investment Advisors, LLC located?

Barry Investment Advisors, LLC is based in New Bedford, MA and has been SEC-registered since 2007.

Does Barry Investment Advisors, LLC disclose fund performance?

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

Contact & registration

Address128 Union Street, Suite 507, New Bedford, MA 02740
Phone888-992-8601
Fax(508) 355-8531
Office hours8:30 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$576.7M
Non-discretionary$135.8M
Total (RAUM)$712.6M