$124.2M Total AUM
$123.2M Disc. AUM
10.3% 3Y CAGR
4 Employees
200 ADV. Clients
14 yrs Firm Age
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- Custodian
- Pershing ยท State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-13-2011
- Office Locations
- 1
Office Locations
202 East State Street Suite 301 Ithaca NY
About Merryfield Barnes, LLC
Merryfield Barnes, LLC is a Ithaca-based RIA. The firm has been operating for 14 years. Managing $124.2M in total assets under management, with 2 advisory representatives. They custody assets with Pershing and State Street.
Team overview
58 AVG AGE
$62.1M AVG AUM / ADVISOR
$620.9K AVG AUM / CLIENT
6.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
DENNIS GEORGE MERRYFIELD
Chief Executive Officer, Managing Member, President
- CRD
- #3277072
- Ownership
- 75% or more
Available
Available
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C
CHARLES WHITNEY BARNES
Financial Advisor, SENIOR VICE PRESIDENT
- CRD
- #4920725
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,166,746 | $259,298 |
| Non-Discretionary | $1,020,967 | $1,020,967 |
| Total | $124,187,713 | $260,899 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
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Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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