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BARTLETT & CO. LLC
BARTLETT & CO. LLC
CINCINNATI, Ohio
·
6 registered advisors
·
CRD# 159973
SEC# 801-73057
0
513-621-4612
01
Firm Overview
AUM
$4.1B
Regulatory assets under management
Employees
47
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BARTLETT & CO. LLC
6 registered advisors
James Allen Miller
CINCINNATI, Ohio
CRD# 822556
Kenneth Lawrence Schlachter
CINCINNATI, Ohio
CRD# 1078249
Laura Lee Humphrey
CINCINNATI, Ohio
CRD# 4447279
Terrence Turner Kelly
CINCINNATI, Ohio
CRD# 1103091
Troy Ray Snider
CINCINNATI, Ohio
CRD# 2145316
Woodrow Hunter Uible
CINCINNATI, Ohio
CRD# 1062851
05
Office Locations
CINCINNATI, Ohio
6 advisors
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Data sourced from SEC Form ADV filings. BARTLETT & CO. LLC (CRD# 159973) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.