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Barry Lee Mathis

NARWHAL CAPITAL MANAGMENT, LLC·MARIETTA, Georgia
Unclaimed Profile
531 ROSELANE STREET, MARIETTA, GA 30060CRD# 6262098Firm CRD# 135958
01

About

Barry Lee Mathis is a registered financial advisor based in MARIETTA, Georgia, affiliated with NARWHAL CAPITAL MANAGMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
NARWHAL CAPITAL MANAGMENT, LLC
NARWHAL CAPITAL MANAGEMENT
AUM
$1.6B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at NARWHAL CAPITAL MANAGMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6262098
Firm CRD# 135958
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barry Lee Mathis offer?
Barry Lee Mathis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Barry Lee Mathis's credentials?
Barry Lee Mathis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Lee Mathis located?
Barry Lee Mathis is based in MARIETTA, Georgia, working with NARWHAL CAPITAL MANAGMENT, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Barry Lee Mathis charge for services?
Barry Lee Mathis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NARWHAL CAPITAL MANAGMENT, LLC?
NARWHAL CAPITAL MANAGMENT, LLC has approximately 20 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MARIETTA
Thomas Christopher Comsudes — BAYHAWK ASSET MANAGEMENT, LLCMark Thomas Wiles — BAYHAWK ASSET MANAGEMENT, LLCMatthew Doran Burton — NARWHAL CAPITAL MANAGMENT, LLCGeorge Beylouni — BEY-DOUGLAS, LLCMark Steven Palmer — BAYHAWK ASSET MANAGEMENT, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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