BARNES INVESTMENT ADVISORY INC
CRD #108145 SEC #801-55835 PHOENIX, AZ 602-248-9099
SEC Registered
Total AUM
$140.6M
Discretionary
$140.6M
Employees
6
Clients
101
Accounts
480
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $139M | $139M | $0 | 6 | 200 |
| Feb 2017 | $140.6M | $140.6M | $0 | 6 | 200 |
| Jul 2016 | $137.7M | $137.7M | $0 | 6 | 200 |
| Mar 2016 | $136.1M | $136.1M | $0 | 4 | 200 |
| Dec 2015 | $142M | $142M | $0 | 4 | 200 |
| Mar 2015 | $142M | $142M | $0 | 4 | 200 |
| Dec 2014 | $135.3M | $135.3M | $0 | 4 | 200 |
| Mar 2014 | $135.3M | $135.3M | $0 | 4 | 200 |
| Mar 2014 | $140.9M | $140.9M | $0 | 4 | 200 |
| Dec 2013 | $140.9M | $140.9M | $0 | 4 | 200 |
| Oct 2013 | $140.9M | $140.9M | $0 | 4 | 200 |
| Aug 2013 | $140.9M | $140.9M | $0 | 4 | 200 |
| Mar 2013 | $140.9M | $140.9M | $0 | 4 | 200 |
| Feb 2013 | $132.8M | $132.8M | $0 | 4 | 200 |
| Mar 2012 | $132.8M | $132.8M | $0 | 6 | 200 |
| Aug 2011 | $134M | $134M | $0 | 10 | -- |
| Apr 2011 | $134M | $134M | $0 | 10 | -- |
| Jan 2008 | $144.5M | $144.5M | $0 | 10 | -- |
| Aug 2007 | $126.2M | $126.2M | $0 | 10 | -- |
| Mar 2007 | $126.2M | $126.2M | $0 | 10 | -- |
| Jan 2007 | $126.2M | $126.2M | $0 | 10 | -- |
| Feb 2006 | $116.3M | $116.3M | $0 | 10 | -- |
| Feb 2005 | $103.8M | $103.8M | $0 | 10 | -- |
DateMar 2017
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees6
Clients200
DateFeb 2017
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees6
Clients200
DateJul 2016
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees4
Clients200
DateDec 2015
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees4
Clients200
DateDec 2014
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees4
Clients200
DateDec 2013
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees4
Clients200
DateOct 2013
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees4
Clients200
DateAug 2013
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees4
Clients200
DateFeb 2013
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees6
Clients200
DateAug 2011
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees10
Clients--