Barrister

Barrister (CRD# 153598) is a financial advisory firm headquartered in Philadelphia, PA. They manage $69,625,005 in 227 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1515 Market Street, Suite 1050, Philadelphia, PA 19102
http://www.barristerwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $306,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, PA, TX

Financial Advisors at Barrister
Showing 1 - 1 of 1 top financial advisors.
1
Charles Weeks, financial advisor Philadelphia PA
Charles C. Weeks
CRD#: 4456697
1515 Market Street, Suite 1050, Philadelphia, PA 19102

Charles Weeks (CRD# 4456697) is an Investment Advisor Representative working at Barrister in Philadelphia, PA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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