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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- QuantumDelta atlas +more
- Established Date
- 05-10-2010
- Office Locations
- 1
Office Locations
About Barrister
Barrister is a fiduciary, planning-based advisory founded in 2010 by Charles C. Weeks Jr., JD, CFP. The firm creates personalized financial roadmaps and provides financial planning plus investment and insurance advice, and institutional services for employers (retirement plans and group benefits). It serves individuals and businesses, including business owners/professionals and widowers navigating probate. Weeks has represented the CFP Board as an ambassador on Fox & Friends.
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Owner & Executives
CHARLES CLAUDE WEEKS JR.
Managing Member
- CRD
- #4456697
- Ownership
- 75% or more
Jordan Jeffrey Green
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,147,280 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,147,280 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,147,280
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,978,954,783 | 39.0% |
| Public Funds | $1,367,263,862 | 17.9% |
| Cash | $3,292,126,952 | 43.1% |
| Total | $7,638,345,597 | 100.0% |