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| Bartlett & Co Wealth Management LLC
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|
|
|---|---|
| CRD # | 292246 |
| SEC # | 801-112635 |
| CIK # | |
| AUM | $6.9 BB (2023-03-30) |
| Employees | 71 (42% Investors, 0% Brokers) |
| Phone | 513-621-4612 |
| Address | 600 Vine Street Cincinnati, OH 45202-2466 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 908 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,145 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.1 |
| (h) Charitable organizations | 54 | 0.3 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 55 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 5,301 | 6.9 |
| By Discretionary | ||
| Discretionary | 5,254 | 6.9 |
| Non-Discretionary | 47 | 0.0 |
| Total | 5,301 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 5,301 | 6.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clarfeld Financial Advisors LLC
✚
|
NY | 7.1 |
|
Douglas Lane & Associates LLC
✚
|
NY | 7.0 |
|
Forum Financial Management LP
✚
|
IL | 7.0 |
|
Conrad Siegel Investment Advisors Inc
✚
|
PA | 7.0 |
|
Homestead Advisers Corp
✚
|
VA | 7.0 |
|
Citizens Securities Inc
✚
|
RI | 7.0 |
|
Invesco Asset Management India PVT Ltd
✚
|
7.0 | |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 6.9 |
|
Confluence Investment Management LLC
✚
|
MO | 6.9 |
|
Hyperion Asset Management Limited
✚
|
6.9 |