Barry
Klarberg
Mai Capital Management, LLC
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About this Advisor
Barry Klarberg is a financial advisor based in New York, New York, working with Mai Capital Management, LLC. Barry has previously held positions at Asset Alliance Advisors, Inc, Monarch Business And Wealth Management LLC, Regal Wealth Management, LLC, Mai Capital Management, and Monarch Advisory, LLC. Barry has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Barry is part of Mai Capital Management, LLC, which operates out of New York, New York. The firm has 26 offices and 331 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mai Capital Management, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mai Capital Management, LLC Brokerage Details
$19,711,015,200
331
26,826
$734,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Barry Klarberg Work History
Mai Capital Management
Regal Wealth Management, LLC
Monarch Advisory, LLC
Asset Alliance Advisors, Inc
Monarch Business And Wealth Management LLC
Disclosures
Please visit the SEC profile of Barry Klarberg 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 Mai Capital Management, LLC
Saint Louis, MO
New York, NY
Cincinnati, OH
Cincinnati, OH
Ponte Vedra Beach, FL
Santa Rosa, CA
Mckinney, TX
San Ramon, CA
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