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MERRYFIELD BARNES, LLC
CRD 159862 · SEC 801-72949
202 EAST STATE STREET, SUITE 301, ITHACA, NY, 14850, United States
Phone
(607) 882-9988
Fax
(607) 697-0464
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.2M
Discretionary AUM
$123.2M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $26.9M |
| High net worth individuals | 40 | $91.5M |
States served
CA, DC, NE, NY, NC, OH, OR, PA, SC, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD