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BARNHART INVESTMENT ADVISORY
BARNHART, THEODORE, KEITH JR.
CRD 149651
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$5.3M
Discretionary AUM
$5.3M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2024-04-01
Disciplinary history
No
Services
Portfolio management (individuals)PORTFOLIO AND ACCOUNT CONSULTATION AND REVIEW SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $22K |
| High net worth individuals | 2 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD