Barker Financial Group, Inc., a small investment advisory firm based out of Topsfield, MA, boasts a solid reputation in the financial industry. With over 150 individual clients, they manage an impressive $187,742,000 in assets. While 401K and individual accounts make up less than 30% of their total assets under management, Barker Financial Group has the expertise and capability to effectively handle employer funds. Notably, all of the assets they manage are discretionary, demonstrating the trust their clients place in their investment strategies.
Catering primarily to high net worth individuals, Barker Financial Group excels at m...
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Assets Under Mgmt
$187.74M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.