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| Barrett Wealth Connection LLC
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| |
|---|---|
| CRD # | 161020 |
| SEC # | 801-130511 |
| CIK # | |
| AUM | $123.9 MM (2024-06-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 815-529-7527 |
| Address | 2002 Holian Drive, Suite 104 Spring Grove, IL 60081 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 31.9 |
| (b) Individuals (high net worth individuals) | 52 | 84.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 4.8 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 436 | 123.9 |
| By Discretionary | ||
| Discretionary | 429 | 121.2 |
| Non-Discretionary | 7 | 2.7 |
| Total | 436 | 123.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 122.2 | |
| Total | 436 | 123.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Englebert Financial Advisers LLC
✚
|
PA | 0.1 |
|
Intentional LLC
✚
|
SC | 0.1 |
|
RS Petrell & Associates LLC
✚
|
NY | 0.1 |
|
Murray Investment Management LLC
✚
|
TX | 0.1 |
|
Sterling Financial Advisors LLC
✚
|
NE | 0.1 |
|
Vanderpol Investments LLC
✚
|
MI | 0.1 |
|
Integra Financial Inc
✚
|
CO | 0.1 |
|
Longview Wealth Management LLC
✚
|
MN | 0.1 |
|
Amphora Wealth Management LLC
✚
|
NC | 0.1 |
|
Fortify Wealth Inc
✚
|
MO | 0.1 |