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BARRETT & COMPANY, INC.
BARRETT & COMPANY, INC.
BARRETT & COMPANY
PROVIDENCE, Rhode Island
·
1 registered advisor
·
CRD# 1175
SEC# 801-110786
0
401-351-1000
01
Firm Overview
AUM
$370M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at BARRETT & COMPANY, INC.
1 registered advisor
Wilson Gordon Ii Saville
PROVIDENCE, Rhode Island
CRD# 1406756
05
Office Locations
PROVIDENCE, Rhode Island
1 advisor
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Data sourced from SEC Form ADV filings. BARRETT & COMPANY, INC. (CRD# 1175) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.