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Kravitz Barry (Goleta)


Kravitz Barry is an adviser based in Goleta. It manages $18.29 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001.

Kravitz 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.

Kravitz Barry: assets under management

The assets under management (AUM) of Kravitz Barry is $18.29 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $731.52 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kravitz Barry for their services and products based on a percentage of assets under management and commissions. 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 Goleta

The principal office where Kravitz Barry performs its advisory services is located at 6144 La Goleta Road, Goleta, CA 93117 The mailing address of the firm is P.O. Box 26, Goleta, CA 93116. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 8884995728. The normal business hours are 9:00 a.m.-1:00 p.m. on Monday - Friday.


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