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Barrington Strategic Wealth Management Group LLC

Barrington Strategic Wealth Management Group LLC

Overview

Articles

Insights

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

Assets

Assets

Last updated on April 15, 2017
    • $348.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 598
      Accounts
    • $583.4K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

5

name start date
Lauren Michelle Genuardi
November 2011
Ellen Penrod Abell
January 2010
Matthew John Mueller
August 2013
Katrine Ellen Vange Keller
November 2013
Israel Montelongo
January 2016

    Leadership

    Ownership

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

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Diana Jill Joseph Managing Member January, 2009 75% or more
    Ellen Penrod Abell Managing Director October, 2009 less than 5%
    Katrine Ellen Vange Keller Director, Chief Compliance Officer June, 2010 less than 5%
    Lauren Michelle Genuardi Managing Director January, 2013 less than 5%
    Emily Stuart Rodgers Managing Director January, 2013 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees