|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Barrett Wealth Connection LLC
✚
|
|
|---|---|
| CRD # | 161020 |
| SEC # | 801-130511 |
| CIK # | |
| AUM | $132.0 M (2025-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 815-529-7527 |
| Address | 2002 Holian Drive, Suite 104 Spring Grove, IL 60081 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 28.7 |
| (b) Individuals (high net worth individuals) | 53 | 95.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 5.7 |
| (h) Charitable organizations | 2 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 132.0 |
| By Discretionary | ||
| Discretionary | 435 | 129.3 |
| Non-Discretionary | 7 | 2.7 |
| Total | 442 | 132.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 130.8 | |
| Total | 442 | 132.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Poulos Advisors Inc
✚
|
VT | 0.1 |
|
Wall Street Financial Group Inc
✚
|
IL | 0.1 |
|
City Center Advisors LLC
✚
|
MI | 0.1 |
|
Pinnacle Asset Management Group Corporation Inc
✚
|
LA | 0.1 |
|
Bountiful Investment Management LLC
✚
|
RI | 0.1 |
|
Breachway Investments LLC
✚
|
RI | 0.1 |
|
Daniel KRUG & Associates Inc
✚
|
MI | 0.1 |
|
The Wealth Advisory Team LLC
✚
|
KY | 0.1 |
|
Townsend Financial Planning LLC
✚
|
KY | 0.1 |
|
St Bernard Financial Services Inc
✚
|
AR | 0.1 |