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E. S. BARR & COMPANY

LEXINGTON, KY · CRD 107447 · IAPD ↗ · esbarr.com · 859-266-1300

$2.22BRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — E. S. BARR & COMPANY reported RAUM up 27% ($1.41B -> $1.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.