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Barry Paul Litwin

March Capital Corp.

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About Barry Paul Litwin

Barry Paul Litwin is a registered representative with March Capital Corp. based in Chicago, Illinois. Barry has been in the financial services industry since 2000. Prior to joining March Capital Corp. in 2018, Barry was with U.S. Bancorp Investments, Inc. Barry is a Series 7, Series 79, and Series 63 licensed representative. Barry has a history of working with high net worth individuals and corporations, and also provides individual portfolio management services.

Firm Information

Barry Litwin is currently registered with March Capital Corp.. March Capital Corp. is a corporation registered with the SEC and in 25 states. It was formed on September 5, 1990, and provides portfolio management for individuals. The firm has 4 investment adviser representatives and manages approximately $83,479,520 in regulatory assets under management. The firm's primary client base consists of high-net-worth individuals and individuals other than high-net-worth, with assets under management of $79,593,503 and $3,886,017 respectively.

$83.48M

Assets Under Management

Not reported

Total Clients

13

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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Barry Litwin’s Registration & Firm History

IL

06/15/2018 - Present

March Capital Corp. (CHICAGO IL)

IL

07/03/2013 - 05/01/2018

U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)

IL

11/09/2000 - 03/28/2001

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 11/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barry Paul Litwin.
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