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.
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.
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.
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.
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.
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.