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Barry Aaron Chase

BELAY INVESTMENT GROUP, LLC·SHERMAN OAKS, California
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15260 VENTURA BOULEVARD, SHERMAN OAKS, CA 91403CRD# 5809065Firm CRD# 281985
01

About

Barry Aaron Chase is a registered financial advisor based in SHERMAN OAKS, California, affiliated with BELAY INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BELAY INVESTMENT GROUP, LLC
BELAY INVESTMENT GROUP, LLC
AUM
$410M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at BELAY INVESTMENT GROUP, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5809065
Firm CRD# 281985
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barry Aaron Chase offer?
Barry Aaron Chase specializes in Retirement Planning, Wealth Management. Contact their office in SHERMAN OAKS, California for a consultation.
What are Barry Aaron Chase's credentials?
Barry Aaron Chase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Aaron Chase located?
Barry Aaron Chase is based in SHERMAN OAKS, California, working with BELAY INVESTMENT GROUP, LLC. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.
How does Barry Aaron Chase charge for services?
Barry Aaron Chase's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELAY INVESTMENT GROUP, LLC?
BELAY INVESTMENT GROUP, LLC has approximately 16 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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