D
CRD: 159037
Dale, Barry N.
Ishpeming, MI
9064867438
$19.2M Total AUM
$19.2M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2010
- Office Locations
- 1
Office Locations
-- Ishpeming MI
About Dale, Barry N.
Dale, Barry N. is a Ishpeming-based RIA. The firm has been operating for 16 years. Managing $19.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$19.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Ridge Ridge capital
Investment Themes
Vector pioneer Meridian Crest
Investment Vehicles
Eagle value
Services
Eagle Meridian peak Atlas optima Insight wave
Owner & Executives
B
BARRY NOLIN DALE
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
(610) 807-5993
signal.wave@bridgecapital.com
in linkedin.com/in/beacon-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,172,578 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,172,578 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,172,578
Public Funds:
14.3% Corporate - Investment Grade:
19.3% Cash:
4.9% Corporate - Non-Investment Grade:
8.1% Equity - Exchange:
17.5% U.S. Government/Agency:
18.3% Municipal Bonds:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,002,053,052 | 14.3% |
| Corporate - Investment Grade | $1,352,421,252 | 19.3% |
| Cash | $343,360,836 | 4.9% |
| Corporate - Non-Investment Grade | $567,596,484 | 8.1% |
| Equity - Exchange | $1,226,288,700 | 17.5% |
| U.S. Government/Agency | $1,282,347,612 | 18.3% |
| Municipal Bonds | $1,233,296,065 | 17.6% |
| Total | $7,007,364,001 | 100.0% |