Updated:
Barbara J. Bouchey Asset Management Inc.
Barbara J. Bouchey Asset Management Inc. is an RIA founded by Barbara J. Bouchey, serving high-net-worth families with tailored investment advisory.
Barbara J. Bouchey Asset Management Inc.
BARBARA J. BOUCHEY ASSET MANAGEMENT, INC. is an SEC-registered investment adviser with $51 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Barbara J. Bouchey
Founder and CEO
Frequently asked questions
Who runs investment decisions at Barbara J. Bouchey Asset Management Inc.?
Barbara J. Bouchey is the founder and CEO, and likely oversees investment decisions. The firm has not publicly disclosed a dedicated CIO or additional investment committee members.
What type of clients does Barbara J. Bouchey Asset Management serve?
The firm serves high-net-worth families and individuals. It operates as an SEC-registered investment adviser, suggesting compliance with fiduciary standards for its client base.
Is Barbara J. Bouchey Asset Management structured as a single family office or a multi-family office?
The firm is registered as an RIA, which typically indicates a multi-family office or wealth management structure serving multiple families, rather than a single-family office dedicated to one fortune.
What investment services does Barbara J. Bouchey Asset Management provide?
Based on its RIA registration, the firm likely offers portfolio management, asset allocation, financial planning, and investment advisory. Specific product offerings are not publicly detailed.
Where does Barbara J. Bouchey Asset Management operate?
The firm's headquarters city and state are not publicly confirmed. No additional office locations have been disclosed.
What is the AUM of Barbara J. Bouchey Asset Management?
The firm does not publicly disclose its AUM. Altss estimates cannot be determined due to a lack of public data.
How does Barbara J. Bouchey Asset Management source investments?
The firm's sourcing approach is not publicly described. As an RIA, it may rely on traditional asset managers, ETFs, and direct purchases of publicly traded securities for client portfolios.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: