AdvisorOS Directory
Claim Profile
AB

Andrew Thomas Barrett

FAMILY ASSET MANAGEMENT, LLC·CHARLESTON, South Carolina
Unclaimed Profile
997 MORRISON DRIVE, SUITE 401, CHARLESTON, SC 29403CRD# 1885049Firm CRD# 129738
01

About

Andrew Thomas Barrett is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with FAMILY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FAMILY ASSET MANAGEMENT, LLC
FAMILY ASSET MANAGEMENT, LLC
AUM
$324M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FAMILY ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1885049
Firm CRD# 129738
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLESTON?

Browse all registered financial advisors in CHARLESTON, South Carolina or claim this profile if it's yours.

Browse CHARLESTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew Thomas Barrett offer?
Andrew Thomas Barrett specializes in Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Andrew Thomas Barrett's credentials?
Andrew Thomas Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Thomas Barrett located?
Andrew Thomas Barrett is based in CHARLESTON, South Carolina, working with FAMILY ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Andrew Thomas Barrett charge for services?
Andrew Thomas Barrett's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY ASSET MANAGEMENT, LLC?
FAMILY ASSET MANAGEMENT, LLC has approximately 6 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHARLESTON
Jeffrey Charles Lightcap — HEALTHCARE VENTURE PARTNERS, LLCJames Brown Jackson — JBJ INVESTMENT PARTNERS, LLCDavid Thompson Kilborn — PERFORMA LIMITED (US), LLCKathy Marie Cavaco — PERFORMA LIMITED (US), LLCMiron Herbert Allen — FRONTLINE HEALTHCARE PARTNERS, LLC
Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile