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BARRY INVESTMENT ADVISORS, LLC
CRD 144955 · SEC 801-68447
128 UNION STREET, SUITE 507, NEW BEDFORD, MA, 02740, United States
Phone
888-992-8601
Fax
(508) 355-8531
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$846.8M
Discretionary AUM
$688.0M
Team
12 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $73.9M |
| High net worth individuals | 182 | $753.4M |
| Pension/profit sharing plans | 2 | $14.8M |
| Charitable organizations | 5 | $4.7M |
States served
CA, LA, MD, MA, NE, NY, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD