Barry Investment Advisors, LLC
● SEC registered since 2007CRD 144955SEC# 801-68447New Bedford, MA
Reg. AUM
$846.8M
Employees
12
Accounts
1,517
Location
New Bedford, MA
Barry Investment Advisors, LLC assets under management
Barry Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in New Bedford, MA. The firm has been registered since 2007. It reports $846.8 million in regulatory assets under management and employs 12 people.
Barry Investment Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeanine Marie Barry | Member | 10-25% | 2014 |
| Joseph Michael Barry Control | Chief Compliance Officer And Chief Financial Officer | Under 5% | 2007 |
| Kathy Ann Alves Control | President | Under 5% | 2007 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Barry Investment Advisors, LLC manage?
Barry Investment Advisors, LLC reports $846.8 million in regulatory assets under management on its Form ADV.
How many employees does Barry Investment Advisors, LLC have?
Barry Investment Advisors, LLC reports 12 employees.
Where is Barry Investment Advisors, LLC located?
Barry Investment Advisors, LLC is based in New Bedford, MA and has been SEC-registered since 2007.
Does Barry Investment Advisors, LLC disclose fund performance?
Barry Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 128 Union Street, Suite 507, New Bedford, MA 02740 |
| Phone | 888-992-8601 |
| Fax | (508) 355-8531 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$846.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$846.8Mregulatory AUM
Discretionary $688MNon-discretionary $158.8M