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BARBARA J. BOUCHEY ASSET MANAGEMENT, INC.

CRD 120034

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$50.7M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 76 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-05

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals59$15.7M
High net worth individuals14$33.0M

All web addresses on file

Official SEC filing: View on IAPD