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E.S. BARR & COMPANY
E.S. BARR & COMPANY
E. S. BARR & COMPANY
LEXINGTON, Kentucky
·
2 registered advisors
·
CRD# 107447
SEC# 801-42566
0
859-266-1300
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at E.S. BARR & COMPANY
2 registered advisors
Edward S. Barr
LEXINGTON, Kentucky
CRD# 2355029
Margaret Barr Gess
LEXINGTON, Kentucky
CRD# 6871978
05
Office Locations
LEXINGTON, Kentucky
2 advisors
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Data sourced from SEC Form ADV filings. E.S. BARR & COMPANY (CRD# 107447) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.