Barron Asset Management, Inc. (Tampa)

Name: Barron Asset Management, Inc.
Address: 1601 West Platt Street, Tampa, FL, 33606
Telephone: 813-254-9500

Barron Asset Management, Inc. is a large advisory firm based in Tampa. It manages $171.93 million of regulatory assets for 452 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Kentucky, North Carolina, Ohio, and Texas.

Barron Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Barron Asset Management: assets under management

The assets under management (AUM) of Barron Asset Management, Inc. is $171.93 million. The firm's AUM has grown by 134% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $169.46 million in discretionary accounts and $2.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $378.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $616.69 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barron Asset Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Barron Asset Management, Inc.

Wallace Edward Sutton has been acting as President since 1 Nov 1999. Edward Wallace Sutton joined the executive team most recently as the Secretary Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Wallace Sutton	Secretary - director	1 Nov 1999	50% - 75%	1240377
John Richard Boyer	President - director	1 Nov 1999	50% - 75%	1981777
Wallace Edward Sutton	Secretary/director/chief compliance officer	1 Nov 1999	50% - 75%	1240377

Based in Tampa

The principal office where Barron Asset Management, Inc. performs its advisory services is located at 1601 West Platt Street, Tampa, FL 33606, 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 813-254-9500 or by fax 813-259-1100. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.barronasset.com.