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BARRETT CAPITAL MANAGEMENT,LLC
BARRETT CAPITAL MANAGEMENT,LLC
MIDLOTHIAN, Virginia
·
2 registered advisors
·
CRD# 117272
SEC# 801-63027
804-419-1100
01
Firm Overview
AUM
$79M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at BARRETT CAPITAL MANAGEMENT,LLC
2 registered advisors
David Randall Barrett
MIDLOTHIAN, Virginia
CRD# 4473235
Russell Edgar Lundeberg
MIDLOTHIAN, Virginia
CRD# 4478749
05
Office Locations
MIDLOTHIAN, Virginia
2 advisors
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Data sourced from SEC Form ADV filings. BARRETT CAPITAL MANAGEMENT,LLC (CRD# 117272) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.