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Barbenco Investment Advisors (Stamford)


Barbenco Investment Advisors is a large advisory firm based in Stamford. It manages $77.31 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Connecticut.

Barbenco Investment Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barbenco Investment Advisors: assets under management

The assets under management (AUM) of Barbenco Investment Advisors is $77.31 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $77.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.64 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Barbenco Investment Advisors 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.

Based in Stamford

The principal office where Barbenco Investment Advisors performs its advisory services is located at 1150 Summer Street, Stamford, CT 06905 5530, 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 203-351-9840 or by fax 203-351-9846. The normal business hours are 9:00 a.m. - 5:00p.m. on Monday - Friday.


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