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BARR FINANCIAL SERVICES, LLC

WINTER PARK, FL · CRD 125444 · IAPD ↗ · barrllc.com · 407-622-0018

$269.2MRegulatory AUM
2Advisory reps
2Employees
4Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2025 — BARR FINANCIAL SERVICES, LLC reports 251-500 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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