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Brian Jonathan Davis

BARNEGAT FUND MANAGEMENT INC.·HOBOKEN, New Jersey
Clean recordBARNEGAT FUND MANAGEMENT INC.
525 PARK AVENUE, HOBOKEN, NJ 07030CRD# 6025745Firm CRD# 158347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Jonathan Davis · HOBOKEN, NJ
Registration
CRD #6025745 · BARNEGAT FUND MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Jonathan Davis is a registered financial advisor based in HOBOKEN, New Jersey, affiliated with BARNEGAT FUND MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BARNEGAT FUND MANAGEMENT INC.
BARNEGAT FUND MANAGEMENT INC.
AUM
$666M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BARNEGAT FUND MANAGEMENT INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6025745
Firm CRD# 158347
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Jonathan Davis offer?
Brian Jonathan Davis specializes in Retirement Planning. Contact their office in HOBOKEN, New Jersey for a consultation.
What are Brian Jonathan Davis's credentials?
Brian Jonathan Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Jonathan Davis located?
Brian Jonathan Davis is based in HOBOKEN, New Jersey, working with BARNEGAT FUND MANAGEMENT INC.. Their office serves clients in the HOBOKEN metropolitan area and surrounding communities.
How does Brian Jonathan Davis charge for services?
Brian Jonathan Davis'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 BARNEGAT FUND MANAGEMENT INC.?
BARNEGAT FUND MANAGEMENT INC. has approximately 6 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARNEGAT FUND MANAGEMENT INC.

Hannelore Treue
HOBOKEN, NJ
Robert Carl Treue Iii
HOBOKEN, NJ

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