Barrier Investments, LLC is a large advisory firm based in Memphis. It manages $25.5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Tennessee and Virginia.
Barrier Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Barrier Investments, LLC is $25.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Barrier Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Barrier Investments, LLC performs its advisory services is located at 50 Peabody Place, Memphis, TN 38103, which is also the mailing address of the firm. An additional office of the firm is in Mclean, VA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 901-432-4750 or by fax 901-432-4664. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.barrierinvestments.com.