⚲
|
Barber Financial Group
✚
|
|
---|---|
CRD # | 152043 |
SEC # | 801-72065 |
CIK # | 0001624865 |
AUM | $1.5 BB (2023-12-07) |
Employees | 43 (40% Investors, 23% Brokers) |
Phone | 913-393-1000 |
Address | 13550 W 95th St Lenexa, KS 66215 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,948 | 743.6 |
(b) Individuals (high net worth individuals) | 406 | 754.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 4 | 11.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 7,936 | 1,509.1 |
By Discretionary | ||
Discretionary | 7,096 | 1,426.8 |
Non-Discretionary | 840 | 82.3 |
Total | 7,936 | 1,509.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,509.1 | |
Total | 7,936 | 1,509.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001624865] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Silveroak Wealth Management LLC
✚
|
MN | 1.5 |
Landaas & Company
✚
|
WI | 1.5 |
DHK Financial Advisors Inc
✚
|
NH | 1.5 |
Aveo Capital Partners LLC
✚
|
CO | 1.5 |
EFG Asset Management Americas Corp
✚
|
FL | 1.5 |
Bitterroot Capital Advisors LLC
✚
|
MT | 1.5 |
Novare Capital Management
✚
|
NC | 1.5 |
Tom Johnson Investment Management LLC
✚
|
OK | 1.5 |
JNBA Financial Advisors LLC
✚
|
MN | 1.5 |
UX Wealth Partners LLC
✚
|
CO | 1.5 |