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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
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|
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 |