B
$66.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
59 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- Value
- Established Date
- 09-27-2007
- Office Locations
- 1
Office Locations
1442 Irvine Blvd., #212 Tustin CA
About Barnett Financial Planning
Barnett Financial Planning is an owner-operated RIA in Tustin, CA serving retail clients with financial planning and portfolio management, including asset allocation, risk management, estate and tax planning, and insurance/annuity guidance. Portfolios are implemented primarily with public funds (mutual and index funds) and are custodied at Schwab (also Nationwide).
Team overview
-- AVG AGE
$66.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Unlock to see real insight on legacy ridge.
Request access to benchmark trends tied to summit meridian.
Full visibility includes strategy notes for fusion eagle.
Premium access reveals conviction themes in oak optima wave.
Request access to benchmark trends tied to vertex.
Premium access reveals conviction themes in alpha radial radial.
See the complete signal summary connected to value.
See the complete signal summary connected to prime.
Asset Classes
Ember meridian
Investment Themes
Capital insight Beacon meridian Radial timber Pathway element
Investment Vehicles
Fusion wave
Services
Insight crest Quantum vital Momentum Momentum Vital timber
Technology
Fusion
Owner & Executives
DAVID I. BARNETT
Investment Advisor, Owner
- CRD
- #5412908
- Ownership
- 75% or more
(290) 306-7217
bridge.foundation@peakcapital.com
in linkedin.com/in/frontier-horizon
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 | $0 | -- |
| Non-Discretionary | $66,702,019 | -- |
| Total | $66,702,019 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $66,702,019
Public Funds:
27.4% Cash:
72.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,710,399,461 | 27.4% |
| Cash | $4,531,934,339 | 72.6% |
| Total | $6,242,333,800 | 100.0% |