BARR FINANCIAL SERVICES, LLC
CRD #125444 SEC #801-96310 WINTER PARK, FL 407-622-0018
SEC Registered
Total AUM
$235.1M
Discretionary
$0
Employees
2
Clients
251
Accounts
695
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $235.1M | $0 | $235.1M | 2 | 8 |
| Feb 2025 | $235.1M | $0 | $235.1M | 2 | 8 |
| Aug 2024 | $201.2M | $0 | $201.2M | 2 | 10 |
| Jan 2024 | $201.2M | $0 | $201.2M | 2 | 10 |
| Feb 2023 | $178.1M | $0 | $178.1M | 2 | 9 |
| Feb 2022 | $187.1M | $0 | $187.1M | 2 | 8 |
| Oct 2021 | $159.9M | $0 | $159.9M | 2 | 8 |
| Feb 2021 | $159.9M | $0 | $159.9M | 2 | 8 |
| Jun 2020 | $147.5M | $0 | $147.5M | 2 | 8 |
| May 2020 | $147.5M | $0 | $147.5M | 3 | 8 |
| Jan 2020 | $147.5M | $0 | $147.5M | 3 | 8 |
| Feb 2019 | $127.7M | $0 | $127.7M | 2 | 12 |
| Jan 2019 | $127.7M | $0 | $127.7M | 2 | 12 |
| Jun 2018 | $137.9M | $0 | $137.9M | 3 | 0 |
| Feb 2018 | $137.9M | $0 | $137.9M | 3 | 0 |
| Jan 2017 | $120.5M | $0 | $120.5M | 2 | 200 |
| Mar 2016 | $103.3M | $0 | $103.3M | 2 | 200 |
| Jan 2016 | $103.3M | $0 | $103.3M | 2 | 200 |
| Dec 2015 | $112.5M | $0 | $112.5M | 3 | 200 |
| Aug 2015 | $112.5M | $0 | $112.5M | 3 | 200 |
| May 2015 | $112.5M | $0 | $112.5M | 2 | 200 |
| Feb 2012 | $61.9M | $0 | $61.9M | 1 | 200 |
| Feb 2012 | $61.9M | $0 | $61.9M | 1 | 200 |
| Mar 2011 | $58.7M | $0 | $58.7M | 5 | -- |
| Mar 2011 | $58.7M | $0 | $58.7M | 5 | -- |
| Jan 2010 | $41.5M | $0 | $41.5M | 5 | -- |
DateJul 2025
Total AUM$235.1M
Discretionary$0
Non-Disc.$235.1M
Employees2
Clients8
DateFeb 2025
Total AUM$235.1M
Discretionary$0
Non-Disc.$235.1M
Employees2
Clients8
DateAug 2024
Total AUM$201.2M
Discretionary$0
Non-Disc.$201.2M
Employees2
Clients10
DateJan 2024
Total AUM$201.2M
Discretionary$0
Non-Disc.$201.2M
Employees2
Clients10
DateFeb 2023
Total AUM$178.1M
Discretionary$0
Non-Disc.$178.1M
Employees2
Clients9
DateFeb 2022
Total AUM$187.1M
Discretionary$0
Non-Disc.$187.1M
Employees2
Clients8
DateOct 2021
Total AUM$159.9M
Discretionary$0
Non-Disc.$159.9M
Employees2
Clients8
DateFeb 2021
Total AUM$159.9M
Discretionary$0
Non-Disc.$159.9M
Employees2
Clients8
DateJun 2020
Total AUM$147.5M
Discretionary$0
Non-Disc.$147.5M
Employees2
Clients8
DateMay 2020
Total AUM$147.5M
Discretionary$0
Non-Disc.$147.5M
Employees3
Clients8
DateJan 2020
Total AUM$147.5M
Discretionary$0
Non-Disc.$147.5M
Employees3
Clients8
DateFeb 2019
Total AUM$127.7M
Discretionary$0
Non-Disc.$127.7M
Employees2
Clients12
DateJan 2019
Total AUM$127.7M
Discretionary$0
Non-Disc.$127.7M
Employees2
Clients12
DateJun 2018
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees3
Clients0
DateFeb 2018
Total AUM$137.9M
Discretionary$0
Non-Disc.$137.9M
Employees3
Clients0
DateJan 2017
Total AUM$120.5M
Discretionary$0
Non-Disc.$120.5M
Employees2
Clients200
DateMar 2016
Total AUM$103.3M
Discretionary$0
Non-Disc.$103.3M
Employees2
Clients200
DateJan 2016
Total AUM$103.3M
Discretionary$0
Non-Disc.$103.3M
Employees2
Clients200
DateDec 2015
Total AUM$112.5M
Discretionary$0
Non-Disc.$112.5M
Employees3
Clients200
DateAug 2015
Total AUM$112.5M
Discretionary$0
Non-Disc.$112.5M
Employees3
Clients200
DateMay 2015
Total AUM$112.5M
Discretionary$0
Non-Disc.$112.5M
Employees2
Clients200
DateFeb 2012
Total AUM$61.9M
Discretionary$0
Non-Disc.$61.9M
Employees1
Clients200
DateFeb 2012
Total AUM$61.9M
Discretionary$0
Non-Disc.$61.9M
Employees1
Clients200
DateMar 2011
Total AUM$58.7M
Discretionary$0
Non-Disc.$58.7M
Employees5
Clients--
DateMar 2011
Total AUM$58.7M
Discretionary$0
Non-Disc.$58.7M
Employees5
Clients--
DateJan 2010
Total AUM$41.5M
Discretionary$0
Non-Disc.$41.5M
Employees5
Clients--