Joseph Barry Co., LLC is a large advisory firm based in New Bedford. It manages $652.72 million of regulatory assets for 1,344 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, Florida, and 7 other states.
Joseph Barry Co. provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Joseph Barry Co., LLC is $652.72 million. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Joseph Barry Co., LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Barry Co., LLC is owned by Pamela A. Barry. Joseph Michael Barry joined the executive team most recently as the Managing Member/Chief Compliance Officer.
The principal office where Joseph Barry Co., LLC performs its advisory services is located at 128 Union Street, New Bedford, MA 02740, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-992-8601 or by fax 508-992-4700. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.