Overview
Assets Under Management: $175 million
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
BARNETT & CO INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105867), BARNETT & CO INC is subject to fiduciary duty under federal law.
BARNETT & CO INC is headquartered in CHATTANOOGA, TN.
BARNETT & CO INC serves 62 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, BARNETT & CO INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
BARNETT & CO INC manages $175 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, BARNETT & CO INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 105867
Last Filing Date: 2025-01-29 00:00:00
Website: https://acaglobal.com