Investment adviser · CRD 108145

BARNES INVESTMENT ADVISORY INC

Investment adviser filing (IA)

PHOENIX, AZ, United States · Form ADV filed Mar 28, 2017

Regulatory AUM
$139M
Form ADV · Item 5.F
Client accounts
173
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7250 NORTH 16TH STREET, STE 412
PHOENIX, AZ, 85020-5264, United States

CRD 108145

Filing source

Form ADV 1098514 · Mar 28, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.