Kyle
Barclay
Greenup Street Wealth Management LLC
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About this Advisor
Kyle Barclay is a certified financial planner who works in Ann Arbor, Michigan, with a total of 2 years of industry experience. Barclay works at Greenup Street Wealth Management LLC. Barclay has gained experience at American Century, Greenup Street Wealth Management LLC and Greenup St Wealth Management. Barclay has a Series 63 license, certifying them as a securities broker, and can advise clients in Kansas and Texas. Greenup Street Wealth Management LLC is a registered investment business operating out of Ann Arbor, MI. It has offices in two locations and a total of 12 financial advisors. It oversees $359 million in assets under management across its 1,301 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 1,301 client accounts, 27% belong to high-net-worth individuals who have greater than $1 million in investable assets. Greenup Street Wealth Management LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types charged by Greenup Street Wealth Management LLC most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenup Street Wealth Management LLC Brokerage Details
$359,407,070
12
1,301
$276,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kyle Barclay Work History
Kyle has been registered as a financial advisor for 2 years.*
Greenup Street Wealth Management LLC
Greenup St Wealth Management
American Century
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Barclay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greenup Street Wealth Management LLC
Ann Arbor, MI
Overland Park, KS
Overland Park, KS
Ann Arbor, MI
Ann Arbor, MI
Overland Park, KS
Calabasas, CA
Overland Park, KS
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
