Sign in Sign up for free

Barber Lackey Financial Group LLC (Greensboro)


Barber Lackey Financial Group LLC is an adviser based in Greensboro. It manages $24.11 million of regulatory assets for 516 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Georgia.

Logo



Barber Lackey Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Barber Lackey Financial Group: assets under management

The assets under management (AUM) of Barber Lackey Financial Group LLC is $24.11 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.54 million in discretionary accounts and $1.57 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $24.5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barber Lackey Financial Group LLC for their services and products based on a percentage of assets under management, hourly charges, 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.

Based in Greensboro

The principal office where Barber Lackey Financial Group LLC performs its advisory services is located at 1001 Founders Row, Greensboro, GA 30642, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-250-0293 or by fax 404-250-0294. The normal business hours are 9:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.blfgonline.com.


Registered investment advisers similar to Barber Lackey Financial Group LLC