BARNES INVESTMENT ADVISORY INC

PHOENIX, Arizona·2 registered advisors·CRD# 108145
SEC# 801-55835602-248-9099
01

Firm Overview

AUM
$139M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BARNES INVESTMENT ADVISORY INC

2 registered advisors
Kathie Jo Beck Barnes
PHOENIX, Arizona
Stephen Paul Barnes
PHOENIX, Arizona
05

Office Locations

PHOENIX, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. BARNES INVESTMENT ADVISORY INC (CRD# 108145) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.