D
CRD: 304512
Denny, Barry T.
Lake Mills, WI
9067792132
$10.8M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2019
- Office Locations
- 1
Office Locations
-- Lake Mills WI
About Denny, Barry T.
Denny, Barry T. is a Lake Mills-based RIA. The firm has been operating for 6 years. Managing $10.8M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$10.8M AVG AUM / ADVISOR
$431.5K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
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Asset Classes
Foundation Summit unison
Investment Vehicles
Vector delta
Services
Signal pathway Delta vital
Owner & Executives
B
BARRY THOMAS DENNY
Partner
- CRD
- #3183586
- Ownership
- 75% or more
(949) 591-6929
vertex.matrix@unisoncapital.com
in linkedin.com/in/frontier-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,786,712 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,786,712 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,786,712
Equity - OTC:
18.9% Equity - Exchange:
10.2% Cash:
15.2% Corporate - Investment Grade:
7.5% Municipal Bonds:
9.4% Other:
15.7% U.S. Government/Agency:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $683,777,487 | 18.9% |
| Equity - Exchange | $369,022,771 | 10.2% |
| Cash | $549,916,286 | 15.2% |
| Corporate - Investment Grade | $271,340,273 | 7.5% |
| Municipal Bonds | $340,079,808 | 9.4% |
| Other | $568,005,637 | 15.7% |
| U.S. Government/Agency | $835,728,040 | 23.1% |
| Total | $3,617,870,302 | 100.0% |