Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 28, 2019
    • $602.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $432.0K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Joseph Michael Barry
December 2007
Patrick John Barry
November 2007
Sean Timothy Corkery
August 2017
Elizabeth Mcgrath Garvey
May 2010
Kathryn Shaw Rowe
February 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Patrick John Barry Managing Member December, 2014 75% or more
    Jeanine Marie Barry Member December, 2014 10% to 25%
    Joseph Michael Barry Member And Chief Financial Officer November, 2007 less than 5%
    Sharon Lee Elston Chief Compliance Officer February, 2017 less than 5%
      Source: SEC

      Fees

      Fee Only Firm
      $
      This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets