Nancy Barron & Associates, Inc.
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 30201
- Registered since
- May 7, 1992
- Website
- www.nancybarron.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Aaron Klopp
BrokerCRD 5132703
Jacquelyn Brackett
General Securities PrincipalCRD 4173067
Patrick Bradley
Office ManagerCRD 2657545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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