Barry Investment Advisors is an investment advisor in New Bedford with $656.92 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
261449163
SEC advisor number
801-68447
FINRA CRD number
144955
AUM ?
$656.92 mm
(as of 2 May 23)
Accounts
1,477
(as of 2 May 23)
Employees
12
(4 investment advisory or research)
Address
Barry Investment Advisors
128 UNION STREET, SUITE 507
NEW BEDFORD
MA 02740
128 UNION STREET, SUITE 507
NEW BEDFORD
MA 02740
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
888-992-8601
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Barry, Joseph, Michael | Managing Member, Chief Compliance Officer, and Chief Financial Officer | 11/2007 | < 5% |
Barry, Patrick, John | Member | 12/2014 | > 75% |
Barry, Jeanine, Marie | Member | 12/2014 | 10-25% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22