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Edward S. Barr

E. S. Barr & Co.

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About Edward S. Barr

Edward Barr is a registered investment advisor representative at E. S. Barr & Co. with over 30 years of experience in the industry. Edward S. Barr & Co. provides portfolio management services to individuals, businesses, and pooled investment vehicles, including charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Edward Barr is licensed in Florida, Kentucky, and Texas.

Firm Information

Edward Barr is currently registered with E. S. Barr & Co.. E. S. Barr & Co. is an investment advisor based in Lexington, Kentucky, with a total of $1,796,022,602 in regulatory assets under management. The firm primarily serves high-net-worth individuals, corporations, and charitable organizations. They offer portfolio management services for individuals, businesses, and pooled investment vehicles.
E. S. Barr & Co.

1999 RICHMOND ROAD

LEXINGTON, KY 40502

$1.80B

Assets Under Management

Not reported

Total Clients

4

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Edward Barr’s Registration & Firm History

KY

02/06/2013 - Present

E. S. Barr & Co. (LEXINGTON KY)

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Licenses & Designations

BC

Issued 04/29/1993

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward S. Barr.
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