AdvisorOS Directory
Claim Profile
RL

Russell Edgar Lundeberg

BARRETT CAPITAL MANAGEMENT,LLC·MIDLOTHIAN, Virginia
Unclaimed Profile
2318 ROBIOUS STATION CIRCLE, MIDLOTHIAN, VA 23113CRD# 4478749Firm CRD# 117272
01

About

Russell Edgar Lundeberg is a registered financial advisor based in MIDLOTHIAN, Virginia, affiliated with BARRETT CAPITAL MANAGEMENT,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
BARRETT CAPITAL MANAGEMENT,LLC
BARRETT CAPITAL MANAGEMENT,LLC
AUM
$79M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BARRETT CAPITAL MANAGEMENT,LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4478749
Firm CRD# 117272
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIDLOTHIAN?

Browse all registered financial advisors in MIDLOTHIAN, Virginia or claim this profile if it's yours.

Browse MIDLOTHIAN 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MIDLOTHIAN
Kristin Danielle Carleton — JAMES RIVER ASSET MANAGEMENT, LLCPhilip August Huss — PHILIP A. HUSS, CPA, PLLCDavid L. Fratkin — DP GROW LLCSally Shannon Orr — JAMES RIVER ASSET MANAGEMENT, LLCJoseph Arthur Wiggins — ACG ADVISORY SERVICES INC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile