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
By the Numbers
-
Total Assets Under Management70MILLION
-
Total Number of Accounts227ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, PA, TX
Financial Advisors at Barrister
1
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.
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