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| Barnes Wealth Management Group Inc
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| |
|---|---|
| CRD # | 132189 |
| SEC # | 801-118031 |
| CIK # | |
| AUM | $336.8 MM (2024-03-26) |
| Employees | 10 (70% Investors, 30% Brokers) |
| Phone | 661-322-9799 |
| Address | 5060 California Ave Bakersfield, CA 93309 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 372 | 106.0 |
| (b) Individuals (high net worth individuals) | 87 | 98.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 128.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,215 | 336.8 |
| By Discretionary | ||
| Discretionary | 1,169 | 208.5 |
| Non-Discretionary | 46 | 128.4 |
| Total | 1,215 | 336.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.8 | |
| Total | 1,215 | 336.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Professional Financial Advisors Inc
✚
|
PA | 0.3 |
|
Armor Investment Advisors LLC
✚
|
NC | 0.3 |
|
Wealth Management Resources Inc
✚
|
RI | 0.3 |
|
M1 Capital Management
✚
|
MI | 0.3 |
|
Arcadia Wealth Management LLC
✚
|
NH | 0.3 |
|
Elite Retirement Planning LLC
✚
|
IA | 0.3 |
|
AMJ Financial Wealth Management LLC
✚
|
VA | 0.3 |
|
The Strategic Financial Alliance Inc
✚
|
GA | 0.3 |
|
Semmax Financial Advisors Inc
✚
|
NC | 0.3 |
|
Proctor Financial Inc
✚
|
MA | 0.3 |