Barry Investment Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Barry Investment Advisors LLC
CRD #144955
SEC #801-68447
CIK #
AUM $602.2 MM (84% Disc, 100% US)
Employees13 (46% Investors, 0% Brokers)
Phone888-992-8601
Address128 Union Street
New Bedford, MA 02740
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
68554841127413702005201020152021
Sector Holding Cap ($MM) Value ($MM)
VTIP22.3
BLV14.4
EDV13.0
INTC239,910.09.8
PFE230,400.09.6
DIS171,070.07.9
TOT148,330.07.7
VEA7.6
WBA57,250.07.4
CFG16,160.06.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02013201520172020
Comparable Firms State AUM ($BB)
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CA 0.6
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Cutler Investment Counsel LLC
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Rittenhouse Advisors Inc
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Newsquare Capital LLC
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Affiliated Private Investors LLC
FL 0.6
BFT Financial Group LLC
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Cutter and Company Brokerage Inc
MO 0.6
Financial Services Advisory Inc
MD 0.6
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