Corkern Barry M Advisory Services Inc (Little Rock)

Name: Corkern Barry M Advisory Services Inc
Address: 2300 Andover, Little Rock, AR, 72227 3992
Telephone: [501] 664-7866

Corkern Barry M Advisory Services Inc is a large advisory firm based in Little Rock. It manages $108.72 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arkansas.

Corkern Barry M Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Corkern Barry M Advisory Services: assets under management

The assets under management (AUM) of Corkern Barry M Advisory Services Inc is $108.72 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in non-exchange traded securities the most. They account for 87% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Corkern Barry M Advisory Services Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Corkern Barry M Advisory Services serves?

The firm provides services to charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Corkern Barry M Advisory Services is high net worth individuals with 62 clients and $81.47 million of assets under management. Among the 14 most similar advisory firms, Corkern Barry M Advisory Services has the 6th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $108.72 million for 69 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Corkern Barry M Advisory Services doesn't advise any private funds.

Careers at Corkern Barry M Advisory Services Inc

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barry Michael Corkern	President / chief compliance officer	1 Apr 1994	75% - 100%	725144
Janice Marie Corkern	Secretary - treasurer	1 Dec 1998	Other	1628249

Based in Little Rock

The principal office where Corkern Barry M Advisory Services Inc performs its advisory services is located at 2300 Andover, Little Rock, AR 72227 3992, 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 [501] 664-7866 or by fax [501] 663-3566. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at bcorkern.com.