Barrell Investment Group, Inc. is an adviser based in Quechee. It manages $75.37 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2017.
Barrell Investment Group provides financial planning services and portfolio management for individuals and small businesses. 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 Barrell Investment Group, Inc. is $75.37 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Barrell Investment Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Barrell Investment Group is individuals with 298 clients and $75 million of assets under management. Among the 4 most similar advisory firms, Barrell Investment Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $75 million for 298 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Barrell Investment Group doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Barrell Investment Group, Inc. performs its advisory services is located at 2015 Main St, Quechee, VT 05059 0545, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (802) 295-2888 or by fax (802) 295-4044. The normal business hours are 9:30 to 4:30 on Monday - Friday.