Be advised. This firm is no longer registered.

Barrett Asset Management, LLC

Barrett Asset Management, LLC (CRD# 157047) is a financial advisory firm headquartered in New York, NY. They manage $67,119,813 in 2 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
845 Third Avenue, 8th Floor, New York, NY 10022
https://www.linkedin.com/company/barrett-asset-management-llc/
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $33,559,907
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, ME, MI, NH, NJ, NY, OR, PA, VA, VT, WA

Financial Advisors at Barrett Asset Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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