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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Catalyst radialFoundation bridge
- Established Date
- 01-01-2001
- Office Locations
- 1
Office Locations
About Barr Financial Services, LLC
Barr Financial Services, LLC is a Winter Park, FL advisory firm providing financial planning and asset management, including tax and estate planning, insurance guidance, and portfolio construction. The firm’s approach emphasizes asset allocation and risk management, with portfolios commonly using ETFs, mutual funds, and fixed income, custodied at SEI. A differentiator for prospects is Kirk Barr Young’s in-depth monthly economic review.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KIRK BARR YOUNG
Chief Compliance Officer, Managing Member, Registered Representative
- CRD
- #1348461
- Ownership
- 50% but less than 75%
MICHAEL GREGORY STEWART
Investment Advisor, Owner
- CRD
- #5941515
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $269,200,387 | $367,258 |
| Total | $269,200,387 | $367,258 |
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Separately Managed Accounts
Total SMA Asset: $269,200,387
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $446,682,743 | 26.9% |
| Equity - Exchange | $338,748,251 | 20.4% |
| Cash | $122,879,268 | 7.4% |
| Municipal Bonds | $119,558,206 | 7.2% |
| U.S. Government/Agency | $202,584,739 | 12.2% |
| Corporate - Investment Grade | $430,077,437 | 25.9% |
| Total | $1,660,530,644 | 100.0% |