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Barry Martin Wesson

ARC INVESTMENT PLANNING & MANAGEMENT INC·LENOX, Massachusetts
Unclaimed Profile
5 WALKER STEET, LENOX, MA 01240-2723CRD# 1780580Firm CRD# 126355
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About

Barry Martin Wesson is a registered financial advisor based in LENOX, Massachusetts, affiliated with ARC INVESTMENT PLANNING & MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ARC INVESTMENT PLANNING & MANAGEMENT INC
ARC INVESTMENT PLANNING & MANAGEMENT INC
AUM
$171M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ARC INVESTMENT PLANNING & MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1780580
Firm CRD# 126355
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barry Martin Wesson offer?
Barry Martin Wesson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LENOX, Massachusetts for a consultation.
What are Barry Martin Wesson's credentials?
Barry Martin Wesson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Martin Wesson located?
Barry Martin Wesson is based in LENOX, Massachusetts, working with ARC INVESTMENT PLANNING & MANAGEMENT INC. Their office serves clients in the LENOX metropolitan area and surrounding communities.
How does Barry Martin Wesson charge for services?
Barry Martin Wesson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARC INVESTMENT PLANNING & MANAGEMENT INC?
ARC INVESTMENT PLANNING & MANAGEMENT INC has approximately 6 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LENOX
Thomas Edward Malinowski — RENAISSANCE INVESTMENT GROUP, LLCTrevor Malpas Forbes — RENAISSANCE INVESTMENT GROUP, LLCPaula Mary Hilchey — RENAISSANCE INVESTMENT GROUP, LLCRichard M Marotta — RENAISSANCE INVESTMENT GROUP, LLCLori Jeanne Killeen — RENAISSANCE INVESTMENT GROUP, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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