CRD: 156672
Dickinson Barnum Investment Management, LLC
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-2011
- Office Locations
- 1
Office Locations
About Dickinson Barnum Investment Management, LLC
Dickinson Barnum Investment Management, LLC is an independent Arkansas-registered RIA serving clients in Arkansas and Missouri. The team provides continuous, active portfolio management plus financial planning and consulting (retirement, estate, college savings, insurance). The firm also specializes in alternative investments. Founded in 2011 and led by advisors Chris Dickinson and Tim Barnum (35+ years combined). Securities offered through Purshe Kaplan Sterling Investments.
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Owner & Executives
TIMOTHY ARNOLD BARNUM
Chief Compliance Officer, Financial Advisor, MANAGING PRINCIPAL
- CRD
- #4469438
- Ownership
- Less than 5%
CHRISTOPHER ALAN DICKINSON
Financial Advisor, MANAGING PRINCIPAL
- CRD
- #4275373
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,912,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,912,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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