Barry Investment Advisors LLC
Legal Name: BARRY INVESTMENT ADVISORS, LLC
Full Contact Details
Other Info
Barry Investment Advisors LLC is legally known as BARRY INVESTMENT ADVISORS, LLC. It is a DE Limited Liability Company. This firm has 13 employees, of which 6 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 24, 2007.
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Direct Owners
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JEANINE MARIE BARRY
MEMBER owns more than 10% but less than 25%
-
JOSEPH MICHAEL BARRY
MEMBER AND CHIEF FINANCIAL OFFICER owns less than 5%
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PATRICK JOHN BARRY
MANAGING MEMBER owns 75% or more
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SHARON LEE ELSTON
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
- Excalibur Management Corp
- Sechrest Financial Services LLC
- Sentinel Pension Advisors Inc
- Forness Financial LLC
- Boston Private Wealth LLC
- River and Mercantile LLC
- Shorepoint Capital Partners LLC
- Brooke Private Equity Associates Management LLC
- Partners Capital Investment Group LLP
- Seamans Capital Management LLC
Top Holdings
- Schwab Aggregate Bond ETF (SCH $25,149k
- VANGUARD MALVERN FDS $22,477k
- VANGUARD BD INDEX FD INC $15,837k
- Vanguard Extended Duration Trs ETF $14,053k
- STARWOOD PPTY TR $13,091k
- Japan Smaller Capitalization Fund Inc $13,088k
- WISDOMTREE TR $12,470k
- ABERDEEN STD GOLD ETF TR $11,151k
- Apple Inc $10,268k
- VIACOM INC NEW $9,522k