BARRETT & COMPANY
Providence, Rhode Island
1.0
1 Review
Barrett & Company, based out of Providence, RI, is a local investment advisory firm providing comprehensive financial services. With 12 skilled professionals, including Peter Jacavone, Suzanne Conley, and Wilson Saville, the firm offers expert investment advisory services to a diverse clientele. They manage over $309,379,000 in assets under management, with an average of $61,880,000 per investment advisor. Barrett & Company's compensation structure encompasses various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals.
The firm's expertise lies in managing employer 401Ks...
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Assets Under Mgmt
$309.38M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other Business Activities
Broker-dealer (Registered or unregistered)
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Found to have been involved in a violation of self-regulatory organizations rules
Articles
Articles
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