|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Barry Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 144955 |
| SEC # | 801-68447 |
| CIK # | 0001631639 |
| AUM | $712.6 M (2025-03-18) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 888-992-8601 |
| Address | 128 Union Street New Bedford, MA 02740 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cisco Systems Inc | 10.3 | ||
| United Technologies Corp /DE/ | 7.9 | ||
| SPDR Gold Trust | 7.8 | ||
| Johnson & Johnson | 7.0 | ||
| Apple Inc | 4.5 | ||
| Manulife Financial Corp | 4.1 | ||
| Total Sa | 4.0 | ||
| Pfizer Inc | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 68.5 |
| (b) Individuals (high net worth individuals) | 177 | 618.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 21.9 |
| (h) Charitable organizations | 0 | 3.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,496 | 712.6 |
| By Discretionary | ||
| Discretionary | 1,342 | 576.7 |
| Non-Discretionary | 154 | 135.8 |
| Total | 1,496 | 712.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 710.7 | |
| Total | 1,496 | 712.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001631639] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GSG Advisors LLC
✚
|
NJ | 0.7 |
|
Whitaker-Myers Wealth Managers Ltd
✚
|
OH | 0.7 |
|
Advisors Management Group Inc
✚
|
WI | 0.7 |
|
Trifecta Capital Advisors LLC
✚
|
IL | 0.7 |
|
Retirement Fund Management LLC
✚
|
GA | 0.7 |
|
Porter White Investment Advisors Inc
✚
|
AL | 0.7 |
|
Market Street Wealth Management Advisors LLC
✚
|
IN | 0.7 |
|
Granite Group Advisors LLC
✚
|
CT | 0.7 |
|
North Berkeley Wealth Management LLC
✚
|
CA | 0.7 |
|
BNC Wealth Management LLC
✚
|
OR | 0.7 |