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Kathleen Theresa Barr

PRODUCTIVE CAPITAL MANAGEMENT, INC.·CLEVELAND, Ohio
Unclaimed Profile
20545 CENTER RIDGE ROAD, CLEVELAND, OH 44116-3428CRD# 1447347Firm CRD# 106816
01

About

Kathleen Theresa Barr is a registered financial advisor based in CLEVELAND, Ohio, affiliated with PRODUCTIVE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MEEDER PUBLIC FUNDS, INC.
MEEDER PUBLIC FUNDS, INC.
AUM
$54.6B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at MEEDER PUBLIC FUNDS, INC. →
Services
Pension consulting
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1447347
Firm CRD# 106816
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Theresa Barr offer?
Kathleen Theresa Barr specializes in Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Kathleen Theresa Barr's credentials?
Kathleen Theresa Barr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Theresa Barr located?
Kathleen Theresa Barr is based in CLEVELAND, Ohio, working with PRODUCTIVE CAPITAL MANAGEMENT, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Kathleen Theresa Barr charge for services?
Kathleen Theresa Barr's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRODUCTIVE CAPITAL MANAGEMENT, INC.?
PRODUCTIVE CAPITAL MANAGEMENT, INC. has approximately 48 employees and manages $54.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
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Research
Advisor Fees in OhioNational Fee Analysis
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