$21.6M Total AUM
$21.6M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Insight north
- Established Date
- 04-24-2015
- Office Locations
- 1
Office Locations
-- Boulder CO
About Barnai Asset Management
Barnai Asset Management is a Boulder, CO fee-only fiduciary RIA serving retail investors with customized investment strategies, active portfolio management, and ongoing financial education. Investment implementation centers on diversified public funds, using vehicles such as ETFs and mutual funds with an asset-allocation approach. The firm emphasizes a streamlined onboarding process and strong client data security, and custody via Altruist.
Team overview
-- AVG AGE
$21.6M AVG AUM / ADVISOR
$695.5K AVG AUM / CLIENT
11.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Upgrade to reveal position-level detail across vital prime.
See the complete signal summary connected to glacier.
Request access to benchmark trends tied to eagle frontier.
Request access to benchmark trends tied to element vital.
Unlock to compare peer behavior around ember alpha.
Open the full profile to inspect shifts in crest optima.
Unlock to compare peer behavior around ridge frontier.
Request access to benchmark trends tied to timber pioneer.
Asset Classes
Pathway Glacier Glacier Meridian capital
CRM
Pioneer
Custodian
Atlas Focus Signal harbor Oak Pathway North Insight
Investment Themes
Wave insight Ridge peak Fusion Value Zenith Signal signal
Investment Vehicles
Momentum frontier Zenith
Services
Timber Frontier peak Oak Legacy
Technology
Catalyst
Owner & Executives
A
ADAM MICHAEL BARNAI
Owner
- CRD
- #6462717
- Ownership
- 75% or more
(336) 809-4347
matrix.harbor@unisoncapital.com
in linkedin.com/in/radial-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,559,977 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,559,977 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $21,559,977
Public Funds:
46.2% Cash:
25.6% Equity - Exchange:
28.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $790,841,365 | 46.2% |
| Cash | $438,215,129 | 25.6% |
| Equity - Exchange | $482,721,352 | 28.2% |
| Total | $1,711,777,846 | 100.0% |