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BARWICK & PARTNERS, INC.
CRD 174336 · SEC 801-100460
WA, United States
Phone
206-547-5000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.77B
Discretionary AUM
$2.77B
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 218 | $950.4M |
| Charitable organizations | 10 | $426.3M |
| Corporations/business entities | 132 | $1.39B |
States served
WA, TX
Official SEC filing: View on IAPD