← Back to searchVisit website
BARNARD FINANCIAL GROUP, LLC
CRD 335512
555 SUN VALLEY DR, STE L-2, ROSWELL, GA, 30076, United States
Phone
770-992-1119
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$94.2M
Discretionary AUM
$94.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 313 | $76.6M |
| High net worth individuals | 20 | $17.6M |
All web addresses on file
Official SEC filing: View on IAPD