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Jane Kay Barr

WENDELL DAVID ASSOCIATES INC·PORTSMOUTH, New Hampshire
Unclaimed Profile
2ND FLOOR, PORTSMOUTH, NH 03801CRD# 4361641Firm CRD# 106664
01

About

Jane Kay Barr is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with WENDELL DAVID ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WENDELL DAVID ASSOCIATES INC
DAVID WENDELL ASSOCIATES, INC.
AUM
$1.3B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WENDELL DAVID ASSOCIATES INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4361641
Firm CRD# 106664
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jane Kay Barr offer?
Jane Kay Barr specializes in Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Jane Kay Barr's credentials?
Jane Kay Barr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jane Kay Barr located?
Jane Kay Barr is based in PORTSMOUTH, New Hampshire, working with WENDELL DAVID ASSOCIATES INC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Jane Kay Barr charge for services?
Jane Kay Barr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WENDELL DAVID ASSOCIATES INC?
WENDELL DAVID ASSOCIATES INC has approximately 5 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
BEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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