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Building 2BARTLETT & CO

Map pinCINCINNATI, OH
Phone513-621-4612
NotebookSEC #801-21
Total AUM
$2.8B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 VINE STREET, SUITE 2100
CINCINNATI
OH 45202
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
513-621-4612

ReceiptFinancials

Total AUM
$2.8B
Accounts
2,584
Discretionary
$2.7B
Accounts
2,543
Non-Discretionary
$58.7M
Accounts
41

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNYOHOKORPASCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 45 business affiliates.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.

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