|
⚲
|
| Corkern Barry M Advisory Services Inc
✚
| |
|---|---|
| CRD # | 104730 |
| SEC # | 801-21669 |
| CIK # | |
| AUM | $138.0 MM (2024-03-12) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 501-664-7866 |
| Address | 2300 Andover Little Rock, AR 72227-3992 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 72 | 119.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 16.5 |
| (h) Charitable organizations | 1 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 138.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 76 | 138.0 |
| Total | 76 | 138.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.0 | |
| Total | 76 | 138.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Scottsdale Wealth Planning Inc
✚
|
AZ | 0.1 |
|
Black Horse Wealth Management LLC
✚
|
CA | 0.1 |
|
Scott W Hancock
✚
|
TX | 0.1 |
|
Investology Inc
✚
|
VA | 0.1 |
|
Gehrig Capital Management Inc
✚
|
IN | 0.1 |
|
Shuttleworth & Company
✚
|
OH | 0.1 |
|
Stonekeep Investments LLC
✚
|
NM | 0.1 |
|
Comima LLC
✚
|
IL | 0.1 |
|
Balanced Rock Investment Advisors LLC
✚
|
MA | 0.1 |
|
Columbia River Financial Group LLC
✚
|
WA | 0.1 |