Barben Advisors, LLC (Sandy)

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.

Barben Advisors: assets under management

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 firm manages $100 in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Barben Advisors, LLC

Barben Advisors, LLC is owned by Lynn Fred Barben.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Francis Barben	Chief executive officer/chief compliance officer	1 Sep 2008	75% - 100%	2537784
Lynn Fred Barben	Owner	1 Sep 2008	25% - 50%	5595987

Based in Sandy

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.