Overview
Assets Under Management: $67 million
Headquarters: NEW YORK, NY
Frequently Asked Questions
BARRETT ASSET MANAGEMENT, LLC 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 #157047), BARRETT ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BARRETT ASSET MANAGEMENT, LLC is headquartered in NEW YORK, NY.
According to their SEC Form ADV, BARRETT ASSET MANAGEMENT, LLC offers portfolio management for businesses. View all service details ↓
BARRETT ASSET MANAGEMENT, LLC manages $67 million in client assets according to their SEC filing dated November 14, 2023.
According to their SEC Form ADV, BARRETT ASSET MANAGEMENT, LLC serves businesses. View client details ↓
Recent Rankings
Services Offered
Services: Portfolio Management for Companies
Clients
Total Client Accounts: 2
Discretionary Accounts: 2
Regulatory Filings
CRD Number: 157047
Filing ID: 1799637
Last Filing Date: 2023-11-14 12:38:00