$66.5M Total AUM
$66.2M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-08-2014
- Office Locations
- 1
Office Locations
5480 Wisconsin Avenue Suite 216 Chevy Chase MD
About Barrack Yard Advisors, LLC
Barrack Yard Advisors is an independent, fiduciary RIA serving Washington, D.C.-area individuals and families, often navigating complex financial lives and major transitions. The firm provides wealth management and investment management, emphasizing behavioral discipline and long-term portfolio alignment with the real drivers of returns. Public filings indicate ETF-centric portfolios and custody via TradePMR.
Team overview
-- AVG AGE
$66.5M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MARTIN GERARD LECLERC
Chief Compliance Officer, PRINCIPAL
- CRD
- #869229
- 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 | $66,221,110 | -- |
| Non-Discretionary | $314,630 | -- |
| Total | $66,535,740 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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