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BARR FINANCIAL SERVICES, LLC
CRD 125444 · SEC 801-96310
2160 NORTH PARK AVENUE, WINTER PARK, FL, 32789, United States
Phone
407-622-0018
Fax
407-478-5098
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$269.2M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsINVESTMENT CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $47.0M |
| High net worth individuals | 97 | $219.5M |
States served
GA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD