BARRETT WEALTH CONNECTION LLC

SPRING GROVE, Illinois·1 registered advisor·CRD# 161020
SEC# 801-1305110815-529-7527
01

Firm Overview

AUM
$124M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BARRETT WEALTH CONNECTION LLC

1 registered advisor
Amy Lisa Barrett
SPRING GROVE, Illinois
05

Office Locations

SPRING GROVE, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. BARRETT WEALTH CONNECTION LLC (CRD# 161020) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.