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BARRETT & COMPANY
42 Weybosset Street
Providence, Rhode Island 02903-2855
Tel: 401-351-1000
About BARRETT & COMPANY
BARRETT & COMPANY, formally registered with the SEC as BARRETT & COMPANY. The firm was established in 07/17/2017. They have over 1 offices throughout the country.
BARRETT & COMPANY is a Providence, Rhode Island based Financial Planning firm with nearly $370,060,815 assets under management, offering retirement planning & investment advisory services to 995 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 1175 |
| SEC# | 801-110786 |
| Assets Managed by Firm | $370,060,815 |
| No. of Clients | 995 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 995 | $370,060,815 |
| Individuals (other than high net worth individuals) | 437 | $152,506,253 |
| High net worth individuals | 84 | $182,163,980 |
| Pension and profit sharing plans | 12 | $24,005,383 |
| Corporations or other businesses | 9 | $11,385,199 |
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