BARNETT & CO INC

1300 Broad Street
Suite 303
Chattanooga, Tennessee 37402-4476
Tel: 423-756-0125

About BARNETT & CO INC

BARNETT & CO INC, formally registered with the SEC as BARNETT & CO INC. The firm was established in 02/06/1984. They have over 1 offices throughout the country.

BARNETT & CO INC is a Chattanooga, Tennessee based Financial Planning firm with nearly $174,961,000 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105867
SEC#	801-20295
Assets Managed by Firm	$174,961,000
No. of Clients	289
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	289	$174,961,000
Individuals (other than high net worth individuals)	61	$20,194,000
High net worth individuals	62	$153,191,000
Charitable organizations	Fewer than 5 clients	$1,373,000
Corporations or other businesses	Fewer than 5 clients	$203,000

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ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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