Barnes Pettey Financial Advisors, LLC

RIASEC RegisteredEst. 2007

Total AUM

$1.3B

Discretionary

$1.2B

95% of AUM

Avg account

$397K

Accounts

3,303

Employees

Advisory reps

Firm details

Headquarters: Clarksdale, Mississippi
CRD number: 142944
Registered since: January 3, 2007
Website: www.barnespettey.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NEW HAMPSHIRE
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI50.87%
Individuals24.55%
Other16.51%
Charitable Organizations3.17%
Pension & Profit Sharing Plans2.54%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Barnes Pettey Financial Advisors, LLC is an independent, SEC-registered registered investment adviser formed in 2007 and organized as an LLC. The firm serves both individual and family clients as well as institutional investors. It functions as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm lists pension consulting among its advisory activities, though it is not designated as a pension consultant in the snapshot data. Fee arrangements include percentage-of-AUM billing as well as hourly, fixed-fee, and other fee structures. Barnes Pettey does not identify as an active ESG investor.