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Building 2BARTLETT & CO. LLC

Map pinCINCINNATI, OH
Phone513-621-4612
NotebookSEC #801-73057
Total AUM
$4.1B
Employees
47
Clients
1,195

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 - 5:00 PM
Monday - Friday
Phone
513-621-4612

ReceiptFinancials

Total AUM
$4.1B
Accounts
1,197
Discretionary
$4.1B
Accounts
1,148
Non-Discretionary
$50.5M
Accounts
49

ContactClients

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HNW Individual Clients
1,103
AUM
$3.3B
Pension/Profit Sharing Plan Clients
23
AUM
$146.8M
Charitable Organization Clients
32
AUM
$269.4M
Government Entity Clients
1
AUM
$31.5M
Corporation or Business Clients
36
AUM
$421.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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