BARRETT UPTON CAPITAL PARTNERS LLC

BARRETT UPTON CAPITAL PARTNERS
LAKE FOREST, Illinois·2 registered advisors·CRD# 326104
SEC# 801-12779718477520292
01

Firm Overview

AUM
$50M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at BARRETT UPTON CAPITAL PARTNERS LLC

2 registered advisors
Andrew Scott Krei
LAKE FOREST, Illinois
Eric R Schmitz
LAKE FOREST, Illinois
05

Office Locations

LAKE FOREST, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. BARRETT UPTON CAPITAL PARTNERS LLC (CRD# 326104) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.