Barry Investment Advisors LLC - NEW BEDFORD , MA | Avoid Fraud, Get The Facts, And Find The Best

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Barry Investment Advisors LLC

128 UNION STREET, SUITE 507, NEW BEDFORD, MA

888-992-8601

508-992-4700

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.

Barry Investment Advisors

At Barry Investment Advisors, we are committed to your financial goals, both short and long-term. Our financial planners and investment advisors work with you identify your financial goals and devise a financial plan to help you reach them.

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Direct Owners

JEANINE MARIE BARRY
MEMBER owns more than 10% but less than 25%
JOSEPH MICHAEL BARRY
MEMBER AND CHIEF FINANCIAL OFFICER owns less than 5%
PATRICK JOHN BARRY
MANAGING MEMBER owns 75% or more
SHARON LEE ELSTON
CHIEF COMPLIANCE OFFICER owns less than 5%

Firms Located Nearby

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Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 26, 2019

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

All Holdings of the Barry Investment Advisors LLC