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BARR FINANCIAL SERVICES, LLC
BARR FINANCIAL SERVICES, LLC
WINTER PARK, Florida
·
2 registered advisors
·
CRD# 125444
SEC# 801-96310
0
407-622-0018
01
Firm Overview
AUM
$201M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BARR FINANCIAL SERVICES, LLC
2 registered advisors
Kirk Barr Young
WINTER PARK, Florida
CRD# 1348461
Michael Gregory Stewart
WINTER PARK, Florida
CRD# 5941515
05
Office Locations
WINTER PARK, Florida
2 advisors
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Data sourced from SEC Form ADV filings. BARR FINANCIAL SERVICES, LLC (CRD# 125444) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.