Barben Advisors, LLC is a related adviser based in Sandy. It manages $100 of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Utah.
Barben Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Barben Advisors, LLC is $100, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Barben Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Barben Advisors, LLC is owned by Lynn Fred Barben.
The principal office where Barben Advisors, LLC performs its advisory services is located at 1464 Mums Circle, Sandy, UT 84092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-572-4858 or by fax 801-335-4737. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.