$21.6M Total AUM
$21.6M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
11 yrs Firm Age
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- 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
11.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Pathway Glacier Glacier Meridian capital
CRM
Pioneer
Custodian
Atlas Focus Signal harbor Oak Pathway North
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
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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 | -- |
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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% |