Joseph Barry Co., LLC (New Bedford)

Joseph Barry Co., LLC is a large advisory firm based in New Bedford. It manages $652.72 million of regulatory assets for 1,344 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, Florida, and 7 other states.

Joseph Barry Co. provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Joseph Barry Co.: assets under management

The assets under management (AUM) of Joseph Barry Co., LLC is $652.72 million. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $134.69 million in discretionary accounts and $518.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $361.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $533.5 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Joseph Barry Co., LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Joseph Barry Co., LLC

Joseph Barry Co., LLC is owned by Pamela A. Barry. Joseph Michael Barry joined the executive team most recently as the Managing Member/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Michael Barry	Managing member/chief compliance officer	1 Nov 2007	50% - 75%	13724
Patrick John Barry	Principal	1 Nov 2007	25% - 50%	4579414
Pamela A. Barry	Owner	1 Nov 2007	Other	5454263

Based in New Bedford

The principal office where Joseph Barry Co., LLC performs its advisory services is located at 128 Union Street, New Bedford, MA 02740, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.