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John M Barrett

RLP WEALTH ADVISORS, LLC·RIDGEWOOD, New Jersey
Unclaimed Profile
215 EAST RIDGEWOOD AVE, RIDGEWOOD, NJ 07450CRD# 2220687Firm CRD# 289841
01

About

John M Barrett is a registered financial advisor based in RIDGEWOOD, New Jersey, affiliated with RLP WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RLP WEALTH ADVISORS, LLC
RLP WEALTH ADVISORS, LLC
AUM
$476M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at RLP WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2220687
Firm CRD# 289841
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John M Barrett offer?
John M Barrett specializes in Financial Planning, Investment Management. Contact their office in RIDGEWOOD, New Jersey for a consultation.
What are John M Barrett's credentials?
John M Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John M Barrett located?
John M Barrett is based in RIDGEWOOD, New Jersey, working with RLP WEALTH ADVISORS, LLC. Their office serves clients in the RIDGEWOOD metropolitan area and surrounding communities.
How does John M Barrett charge for services?
John M Barrett's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RLP WEALTH ADVISORS, LLC?
RLP WEALTH ADVISORS, LLC has approximately 8 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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