$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
226 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Momentum north
- Established Date
- 06-01-2011
- Office Locations
- 1
Office Locations
-- THE Villages FL
About Barber & Associates
Barber & Associates Financial Group is a Florida-based retail RIA focused on tax-efficient retirement planning. Through its proprietary “Barber Method,” the firm builds personalized strategies aimed at supplementing or replacing IRA/401(k) income with tax-free retirement approaches, and offers a no-obligation second-opinion review of existing plans. Custodies client assets at Charles Schwab.
Team overview
-- AVG AGE
$50.0M AVG AUM / ADVISOR
$221.2K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Beacon Element
Investment Themes
Crest focus Radial
Investment Vehicles
Fusion
Services
North Timber Eagle alpha Foundation
Technology
Glacier
Owner & Executives
MICHAEL HUNTER BARBER
Chief Compliance Officer, Owner
- CRD
- #1061127
- Ownership
- 75% or more
(398) 701-2467
focus.eagle@valuecapital.com
in linkedin.com/in/pathway-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,218 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000,218 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,000,218
Other:
35.0% Cash:
65.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $319,359,975 | 35.0% |
| Cash | $593,097,095 | 65.0% |
| Total | $912,457,070 | 100.0% |