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BARRETT UPTON CAPITAL PARTNERS
100 N Field Drive, Suite 215
Lake Forest, Illinois 60045
Tel: 8477520292
About BARRETT UPTON CAPITAL PARTNERS
BARRETT UPTON CAPITAL PARTNERS, formally registered with the SEC as BARRETT UPTON CAPITAL PARTNERS. The firm was established in 05/01/2023. They have over 2 offices throughout the country.
BARRETT UPTON CAPITAL PARTNERS is a Lake Forest, Illinois based Financial Planning firm with nearly $49,825,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326104 |
| SEC# | 801-127797 |
| Assets Managed by Firm | $49,825,000 |
| No. of Clients | 1 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $49,825,000 |
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