Unclaimed Profile

Samuel Justin Barrett

TEAKWOOD MANAGEMENT, LLC·DALLAS, Texas

Clean recordTEAKWOOD MANAGEMENT, LLC

8226 DOUGLAS AVENUE, DALLAS, TX 75225CRD# 6329305Firm CRD# 161876

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samuel Justin Barrett · DALLAS, TX

Registration

CRD #6329305 · TEAKWOOD MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel Justin Barrett is a registered financial advisor based in DALLAS, Texas, affiliated with TEAKWOOD MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TEAKWOOD MANAGEMENT, LLC

TEAKWOOD CAPITAL

AUM

$189M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at TEAKWOOD MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6329305

Firm CRD# 161876

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Samuel Justin Barrett offer?

Samuel Justin Barrett specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.

What are Samuel Justin Barrett's credentials?

Samuel Justin Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Justin Barrett located?

Samuel Justin Barrett is based in DALLAS, Texas, working with TEAKWOOD MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Samuel Justin Barrett charge for services?

Samuel Justin Barrett's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TEAKWOOD MANAGEMENT, LLC?

TEAKWOOD MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $189M in regulatory assets under management. See their Form ADV for full details.

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