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Merryfield Barnes, LLC

Headquartered in ITHACA, NY

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Firm Information

Merryfield Barnes, LLC is an investment advisor based in Ithaca, NY, with approximately $102,618,190 in regulatory assets under management. They provide portfolio management services for individuals and businesses. They also manage assets for charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Merryfield Barnes, LLC

202 EAST STATE STREET

ITHACA, NY 14850

$102.62M

Assets Under Management

Not reported

Total Clients

2

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (2)

MERRYFIELD BARNES, LLC has a total of 2 branch locations across the country.
location

ITHACA, NY

location

Windermere, FL

Advisors at Merryfield Barnes, LLC

View All 2 Advisors
Unclaimed
Dennis George Merryfield

RA

Windermere, FL

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Charles Whitney Barnes

RA

ITHACA, NY

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Disclosures

There are no public disclosures for Merryfield Barnes, LLC.

Frequently Asked Questions (6)

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