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James Purdy Barrow

BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC·DALLAS, Texas
Clean record23 years registeredBARROW, HANLEY, MEWHINNEY & STRAUSS, LLC
2200 ROSS AVENUE, 31ST FLOOR, DALLAS, TX 75201-2761CRD# 4346520Firm CRD# 105519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Purdy Barrow · DALLAS, TX
Registration
CRD #4346520 · BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC
Jan 2003Jan 2022
DALLAS, TX
02

Registrations & Exams

Registration record
First registered · January 8, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC
CRD 105519 · SEC 801-31237
AUM
$49.9B
Regulatory assets under management
Employees
100
268 client accounts
Services offered by BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does James Purdy Barrow offer?
James Purdy Barrow specializes in Investment Management, Retirement Planning, Wealth Management.
What are James Purdy Barrow's credentials?
James Purdy Barrow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Purdy Barrow located?
James Purdy Barrow is based in DALLAS, Texas, last registered with BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC.
How does James Purdy Barrow charge for services?
James Purdy Barrow'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 BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC?
BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC has approximately 100 employees and manages $49.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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