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BARTLETT & CO. WEALTH MANAGEMENT LLC
BARTLETT & CO. WEALTH MANAGEMENT LLC
CINCINNATI, Ohio
·
9 registered advisors
·
CRD# 292246
SEC# 801-112635
2
513-621-4612
01
Firm Overview
AUM
$8.4B
Regulatory assets under management
Employees
77
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BARTLETT & CO. WEALTH MANAGEMENT LLC
9 registered advisors
Brian Francis Antenucci
CINCINNATI, Ohio
CRD# 4898045
Chadwick David Kolde
CINCINNATI, Ohio
CRD# 7698596
Holly Hirt Mazzocca
CINCINNATI, Ohio
CRD# 5569415
James Brian Hagerty
CINCINNATI, Ohio
CRD# 2546633
Kelley Jeannette Downing
CINCINNATI, Ohio
CRD# 1017205
Kimberly Ann Geary
CINCINNATI, Ohio
CRD# 1071527
Kyle William Pohlman
CINCINNATI, Ohio
CRD# 4653608
Lori Beth Poole
CINCINNATI, Ohio
CRD# 6657517
Thomas Allen Steele
CINCINNATI, Ohio
CRD# 1795984
05
Office Locations
CINCINNATI, Ohio
9 advisors
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Data sourced from SEC Form ADV filings. BARTLETT & CO. WEALTH MANAGEMENT LLC (CRD# 292246) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.