B
$10.7M Total AUM
$10.7M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-07-2003
- Office Locations
- 1
Office Locations
219 HWY 52 North, Ste. D Moncks Corner SC
About Barony Financial Group
Barony Financial Group is a Moncks Corner-based RIA. The firm has been operating for 23 years. Managing $10.7M in total assets under management, with 1 advisory representatives.
Team overview
61 AVG AGE
$10.7M AVG AUM / ADVISOR
$508.7K AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN HENRY JACKSON III
Owner, President
- CRD
- #3278701
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,681,891 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,681,891 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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