BARKER FINANCIAL GROUP, INC.
CRD #116817 SEC #801-79411 TOPSFIELD, MA 781-743-2600
SEC Registered Disclosures
Total AUM
$209.4M
Discretionary
$209.4M
Employees
3
Clients
26
Accounts
595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $209.4M | $209.4M | $0 | 3 | 0 |
| Mar 2023 | $187.7M | $187.5M | $214.3K | 3 | 0 |
| Mar 2022 | $226.5M | $225.3M | $1.3M | 4 | 0 |
| Mar 2021 | $195.9M | $194.7M | $1.2M | 5 | 0 |
| Jun 2020 | $166M | $166M | $0 | 5 | 1 |
| Mar 2020 | $166M | $166M | $0 | 5 | 1 |
| May 2019 | $137.6M | $137.6M | $0 | 4 | 5 |
| Mar 2019 | $137.6M | $137.6M | $0 | 4 | 5 |
| Jul 2018 | $147.4M | $147.2M | $137.3K | 4 | 209 |
| May 2018 | $147.4M | $147.2M | $137.3K | 4 | 209 |
| Mar 2018 | $147.4M | $147.2M | $137.3K | 4 | 209 |
| Jun 2017 | $126.3M | $126.1M | $183.5K | 4 | 200 |
| Mar 2017 | $126.3M | $126.1M | $183.5K | 4 | 200 |
| Apr 2016 | $109.6M | $109.5M | $78K | 4 | 200 |
| Mar 2016 | $109.6M | $109.5M | $78K | 4 | 200 |
| Mar 2016 | $109.6M | $109.5M | $78K | 4 | 200 |
| Sep 2015 | $111.5M | $111.1M | $324.7K | 4 | 200 |
| Jun 2015 | $111.5M | $111.1M | $324.7K | 4 | 200 |
| Jun 2015 | $111.5M | $111.1M | $324.7K | 4 | 200 |
| Mar 2015 | $111.5M | $111.1M | $324.7K | 4 | 200 |
| Sep 2014 | $103.9M | $103.8M | $63.9K | 4 | 187 |
| Mar 2014 | $103.9M | $103.8M | $63.9K | 4 | 187 |
| Jun 2012 | $76M | $76M | $0 | 6 | 200 |
| Apr 2012 | $76M | $76M | $0 | 6 | 200 |
| Mar 2012 | $76M | $76M | $0 | 6 | 200 |
| Mar 2012 | $76M | $76M | $0 | 6 | 200 |
| Feb 2012 | $76M | $76M | $0 | 6 | 200 |
| Apr 2011 | $76M | $76M | $0 | 10 | -- |
| Mar 2011 | $76M | $76M | $0 | 10 | -- |
| Feb 2011 | $76M | $76M | $0 | 10 | -- |
| Jan 2010 | $71M | $71M | $0 | 10 | -- |
| Oct 2009 | $52.7M | $52.7M | $0 | 10 | -- |
| Jan 2008 | $59.5M | $59.5M | $0 | 5 | -- |
| Feb 2007 | $59.5M | $59.5M | $0 | 5 | -- |
| Feb 2006 | $51.1M | $51.1M | $0 | 5 | -- |
| Jan 2005 | $31.8M | $31.8M | $0 | 5 | -- |
| Oct 2003 | $25.3M | $0 | $25.3M | 5 | -- |
DateMar 2024
Total AUM$209.4M
Discretionary$209.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$187.7M
Discretionary$187.5M
Non-Disc.$214.3K
Employees3
Clients0
DateMar 2022
Total AUM$226.5M
Discretionary$225.3M
Non-Disc.$1.3M
Employees4
Clients0
DateMar 2021
Total AUM$195.9M
Discretionary$194.7M
Non-Disc.$1.2M
Employees5
Clients0
DateJun 2020
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees5
Clients1
DateMar 2020
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees5
Clients1
DateMay 2019
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees4
Clients5
DateMar 2019
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees4
Clients5
DateJul 2018
Total AUM$147.4M
Discretionary$147.2M
Non-Disc.$137.3K
Employees4
Clients209
DateMay 2018
Total AUM$147.4M
Discretionary$147.2M
Non-Disc.$137.3K
Employees4
Clients209
DateMar 2018
Total AUM$147.4M
Discretionary$147.2M
Non-Disc.$137.3K
Employees4
Clients209
DateJun 2017
Total AUM$126.3M
Discretionary$126.1M
Non-Disc.$183.5K
Employees4
Clients200
DateMar 2017
Total AUM$126.3M
Discretionary$126.1M
Non-Disc.$183.5K
Employees4
Clients200
DateApr 2016
Total AUM$109.6M
Discretionary$109.5M
Non-Disc.$78K
Employees4
Clients200
DateMar 2016
Total AUM$109.6M
Discretionary$109.5M
Non-Disc.$78K
Employees4
Clients200
DateMar 2016
Total AUM$109.6M
Discretionary$109.5M
Non-Disc.$78K
Employees4
Clients200
DateSep 2015
Total AUM$111.5M
Discretionary$111.1M
Non-Disc.$324.7K
Employees4
Clients200
DateJun 2015
Total AUM$111.5M
Discretionary$111.1M
Non-Disc.$324.7K
Employees4
Clients200
DateJun 2015
Total AUM$111.5M
Discretionary$111.1M
Non-Disc.$324.7K
Employees4
Clients200
DateMar 2015
Total AUM$111.5M
Discretionary$111.1M
Non-Disc.$324.7K
Employees4
Clients200
DateSep 2014
Total AUM$103.9M
Discretionary$103.8M
Non-Disc.$63.9K
Employees4
Clients187
DateMar 2014
Total AUM$103.9M
Discretionary$103.8M
Non-Disc.$63.9K
Employees4
Clients187
DateJun 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees6
Clients200
DateApr 2011
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$71M
Discretionary$71M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$51.1M
Discretionary$51.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$25.3M
Discretionary$0
Non-Disc.$25.3M
Employees5
Clients--