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Barrett & Company, Inc.

● SEC registered since 2017CRD 1175SEC# 801-110786Providence, RI
Export (members)
Reg. AUM
$453.5M
Employees
9
Accounts
1,040
Location
Providence, RI

Barrett & Company, Inc. assets under management

Barrett & Company, Inc. is a registered investment adviser overseen by the SEC based in Providence, RI. The firm has been registered since 2017. It reports $453.5 million in regulatory assets under management and employs 9 people.
www.barrettandcompany.comView on SEC.gov ↗

Barrett & Company, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Wilson Gordon II Saville ControlPresident,secretary,chief Compliance Officer, & Chief Financial OfficerOver 75%2011

Frequently asked questions

How much does Barrett & Company, Inc. manage?

Barrett & Company, Inc. reports $453.5 million in regulatory assets under management on its Form ADV.

How many employees does Barrett & Company, Inc. have?

Barrett & Company, Inc. reports 9 employees.

Where is Barrett & Company, Inc. located?

Barrett & Company, Inc. is based in Providence, RI and has been SEC-registered since 2017.

Does Barrett & Company, Inc. disclose fund performance?

Barrett & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address42 Weybosset Street, Providence, RI 02903-2855
Phone401-351-1000
Fax401-351-1080
Office hours8:30a.m. To 4:30p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$399.4M
Non-discretionary$54.1M
Total (RAUM)$453.5M