Barrett & Company Inc

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Barrett & Company Inc
CRD #1175
SEC #801-110786
CIK #0000887602
AUM $370.1 MM (2024-02-29)
Employees 10 (50% Investors, 90% Brokers)
Phone401-351-1000
Address42 Weybosset Street
Providence, RI 02903-2855
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
4003202401608002009201420192025
CIK Period
0000887602
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 437 152.5
(b) Individuals (high net worth individuals) 84 182.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 12 24.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 9 11.4
(n) Other 0 0.0
Total 995 370.1
By Discretionary
Discretionary 882 322.2
Non-Discretionary 113 47.9
Total 995 370.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 370.1
Total 995 370.1
EDGAR Form CIK 2011 - 2024
13F-HR [0000887602]
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Madison Advisory Services Inc
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Stiles Financial Services Incorporated
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RMR Wealth Advisors LLC
WI 0.4
Accountants Proprietary Financial Servicenet Inc
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