Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Michael Barnai is a registered investment advisor representative with Barnai Asset Management in Boulder, Colorado. Adam holds a Series 65 license. Adam has been working in the financial industry since December 2014, and has experience in the construction industry as well. Barnai Asset Management has 72 accounts and manages approximately $14,725,325 in assets. Adam and Barnai Asset Management manage portfolios for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Directly deducts fees from client accounts
1
2
CO
04/24/2015 - Present
Barnai Asset Management (BOULDER CO)
IA
Issued 12/23/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Adam Barnai is the right advisor for you? Invested Better is here to help.
