|
⚲
|
| Barker Financial Group Inc
✚
| |
|---|---|
| CRD # | 116817 |
| SEC # | 801-79411 |
| CIK # | |
| AUM | $209.4 MM (2024-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 781-743-2600 |
| Address | 10 South Main Street Topsfield, MA 01983 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 37.9 |
| (b) Individuals (high net worth individuals) | 87 | 166.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 4.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 209.4 |
| By Discretionary | ||
| Discretionary | 595 | 209.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 595 | 209.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.4 | |
| Total | 595 | 209.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aragon Capital LLC
✚
|
FL | 0.2 |
|
Spectrum Strategic Capital Management LLC
✚
|
OR | 0.2 |
|
Gimbal Financial LLC
✚
|
IN | 0.2 |
|
Vista Finance LLC
✚
|
MO | 0.2 |
|
Oak Advisors LLC
✚
|
SC | 0.2 |
|
Trademark Capital Management Inc
✚
|
GA | 0.2 |
|
Alchemi Wealth LLC
✚
|
CT | 0.2 |
|
Northbridge Financial Group LLC
✚
|
FL | 0.2 |
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |
|
Garrison Murphy Wealth Management LLC
✚
|
NY | 0.2 |