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Barnai Asset Management

Headquartered in BOULDER, CO

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Firm Information

Barnai Asset Management is an investment advisor with 1 investment advisor representative and manages $14,725,325 in regulatory assets under management. They primarily provide portfolio management for individuals and have a total of 72 accounts. Their client base consists of 7 high-net-worth individuals and 21 individuals other than high-net-worth.

Barnai Asset Management

$14.73M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Directly deducts fees from client accounts

Branch Locations (1)

BARNAI ASSET MANAGEMENT has a total of 1 branch locations across the country.
location

BOULDER, CO

Advisors at Barnai Asset Management

View All 1 Advisors
Unclaimed
Adam Michael Barnai

RA

BOULDER, CO

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Disclosures

There are no public disclosures for Barnai Asset Management.

Frequently Asked Questions (6)

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