BARNES WEALTH MANAGEMENT GROUP, INC.

BARNES WEALTH MANAGEMENT GROUP
BAKERSFIELD, California·2 registered advisors·CRD# 132189
SEC# 801-1180311661-322-9799
01

Firm Overview

AUM
$337M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BARNES WEALTH MANAGEMENT GROUP, INC.

2 registered advisors
Lori Barnes
BAKERSFIELD, California
Steven Allen Barnes
BAKERSFIELD, California
05

Office Locations

BAKERSFIELD, California
2 advisors

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Data sourced from SEC Form ADV filings. BARNES WEALTH MANAGEMENT GROUP, INC. (CRD# 132189) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.