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Russell Edgar Lundeberg

BARRETT CAPITAL MANAGEMENT,LLC·MIDLOTHIAN, Virginia
Series 65Clean record24 years registeredBARRETT CAPITAL MANAGEMENT,LLC
2318 ROBIOUS STATION CIRCLE, MIDLOTHIAN, VA 23113CRD# 4478749Firm CRD# 117272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell Edgar Lundeberg · MIDLOTHIAN, VA
Registration
CRD #4478749 · BARRETT CAPITAL MANAGEMENT,LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

BARRETT CAPITAL MANAGEMENT,LLC
Feb 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 8, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARRETT CAPITAL MANAGEMENT,LLC
CRD 117272 · SEC 801-63027
AUM
$79M
Regulatory assets under management
Employees
6
303 client accounts
Services offered by BARRETT CAPITAL MANAGEMENT,LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at BARRETT CAPITAL MANAGEMENT,LLC →
Introduction

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Frequently Asked Questions

What services does Russell Edgar Lundeberg offer?
Russell Edgar Lundeberg specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MIDLOTHIAN, Virginia for a consultation.
What are Russell Edgar Lundeberg's credentials?
Russell Edgar Lundeberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Edgar Lundeberg located?
Russell Edgar Lundeberg is based in MIDLOTHIAN, Virginia, working with BARRETT CAPITAL MANAGEMENT,LLC. Their office serves clients in the MIDLOTHIAN metropolitan area and surrounding communities.
How does Russell Edgar Lundeberg charge for services?
Russell Edgar Lundeberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARRETT CAPITAL MANAGEMENT,LLC?
BARRETT CAPITAL MANAGEMENT,LLC has approximately 6 employees and manages $79M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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