Adam Barnai is the owner and registered investment advisor representative of Barnai Asset Management LLC. Adam passed the Uniform Investment Advisor Law Exam in 2014 and began building the foundation for his investment advisory firm. In May of 2015, Barnai Asset Management LLC became a registered firm in the state of Colorado.
His passion for the financial markets and stock investing began in 2000. He quickly realized the financial potential of being an astute investor as well as the vast amount of knowledge and experience required to become such an investor. Over the next 15 years Adam spent a large part of his time studying, researching, and trading in the stock market. In 2015 he created Barnai Asset Management LLC to manage the portfolios of others and offer investment education opportunities.
For Adam, it is an exciting thought that each market participant is a part of the world economy, influencing it in some way. He continually researches historical stock market price movements as a guide to interpret current events and to anticipate future price moves. He stays informed of U.S. and international financial news to get the pulse of the world’s financial markets and to ascertain investor sentiment. When he sits at his trading desk, making investment decisions for client’s portfolios, he knows that there is no other place he would rather be and no other job that he would rather be doing.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barnai Asset Management | Boulder, CO | Dec 2014 - Current | 9 |
| Creative Construction | Boulder, CO | Sep 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CO
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Total Assets Under Management12MILLIONS
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Total Number of Accounts68ACCOUNTS
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Average Account Value$175,050
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
CO
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