Barber Financial Group

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Assets, Funds, Holdings

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Barber Financial Group
CRD #152043
SEC #801-72065
CIK #0001624865
AUM $1.5 BB (2023-12-07)
Employees 43 (40% Investors, 23% Brokers)
Phone913-393-1000
Address13550 W 95th St
Lenexa, KS 66215
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
19001520114076038002010201520202025
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]
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