Barnes Investment Advisory Inc is a large advisory firm based in Phoenix. It manages $138.96 million of regulatory assets for 173 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, and Texas.
Barnes Investment Advisory provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Barnes Investment Advisory Inc is $138.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Barnes Investment Advisory Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kathie Jo Beck Barnes has been acting as President since 1 Jul 1998. Michelle Marie Burton joined the executive team most recently as the Chief Compliance Officer/Business Manager.
The principal office where Barnes Investment Advisory Inc performs its advisory services is located at 7250 North 16 Th Street, Phoenix, AZ 85020 5264, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-248-9099 or by fax 602-248-8862. The normal business hours are 8:00 a.m.- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at barnesinvest.com.