BARBCO FINANCIAL

Overview

Barbco Financial is an LLC that operates as a small, independently owned advisory and insurance practice. The firm combines insurance brokerage and accounting services with advisory work: financial planning, portfolio management for individuals and small businesses, and selection of outside managers. It charges both a percentage of assets under management and fixed fees. The firm identifies itself as a capital allocator, is not an active ESG investor, and does not present as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices