Nancy Barron & Associates, Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Lexington, Kentucky
CRD number
30201
Registered since
May 7, 1992

Firm profile

FINTRX

Overview

Nancy Barron & Associates, Inc. is a corporation that has been SEC-registered since 1992 and is individually owned. The firm is classified in the dataset as "unclassified" and the public record available here provides only limited operational detail. Data points indicate the adviser is not registered as a multi-state adviser, is not identified as an active ESG investor, and does not present itself as a capital allocator, pension consultant, or related adviser. The source does not disclose the firm's advisory services, target client segments, fee structure, or investment approach, so there is little visibility into how the firm positions its offerings or manages client portfolios.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Aaron Klopp

    Aaron Klopp

    BrokerCRD 5132703

  • Jacquelyn Brackett

    General Securities PrincipalCRD 4173067

  • Patrick Bradley

    Office ManagerCRD 2657545

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Lexington, KY

Fayette

Location

Lexington, KY

Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.

Metro area
Lexington-Fayette--Richmond--Frankfort, KY
Region
South
County
Fayette
Address
150 Grand Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth