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Igdaloff Barry (Blacklick)


Igdaloff Barry is an adviser based in Blacklick. It manages $40.93 million of regulatory assets for 183 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Igdaloff Barry provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Igdaloff Barry: assets under management

The assets under management (AUM) of Igdaloff Barry is $40.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.69 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Igdaloff Barry for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Blacklick

The principal office where Igdaloff Barry performs its advisory services is located at 2480 Colts Neck Road, Blacklick, OH 43004 The mailing address of the firm is P.O. Box 317, Blacklick, OH 43004. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-939-0166 or by fax 614-939-0188. The normal business hours are 9-5 on Monday - Friday.


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