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BARRETT & COMPANY
PROVIDENCE, RI
401-351-1000
SEC #801-110786Total AUM
$529.7M
Employees
7Clients
608Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
42 WEYBOSSET STREET
PROVIDENCE
RI 02903-2855
United States
PROVIDENCE
RI 02903-2855
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Monday - Friday
Phone
401-351-1000
Financials
Total AUM
$529.7M
Accounts
1,091Discretionary
$471.3M
Accounts
979Non-Discretionary
$58.4M
Accounts
112
Clients
Individual Clients
437AUM
$182.9M
HNW Individual Clients
139AUM
$300.7M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
15AUM
$29.9M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
10AUM
$16.2M
Other Clients
1AUM
$0
Description of Other Clients
NONE
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
CACOCTFLGAMAMENHNYRITNTXVTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.