Overview
Assets Under Management: $4.1 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 1,103
Average Client Assets: $3.0 million
Frequently Asked Questions
BARTLETT & CO. 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 #159973), BARTLETT & CO. LLC is subject to fiduciary duty under federal law.
BARTLETT & CO. LLC is headquartered in CINCINNATI, OH.
BARTLETT & CO. LLC serves 1,103 high-net-worth clients according to their SEC filing dated March 02, 2018. View client details ↓
According to their SEC Form ADV, BARTLETT & CO. LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BARTLETT & CO. LLC manages $4.1 billion in client assets according to their SEC filing dated March 02, 2018.
According to their SEC Form ADV, BARTLETT & CO. LLC 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.98%
Average Client Assets: $3.0 million
Total Client Accounts: 1,197
Discretionary Accounts: 1,148
Non-Discretionary Accounts: 49
Regulatory Filings
CRD Number: 159973
Filing ID: 1182546
Last Filing Date: 2018-03-02 13:24:00