Barrett Asset Management, LLC

Barrett Asset Management, LLC (CRD# 157047) is a financial advisory firm headquartered in New York, NY. They manage $1,548,248,639 in 744 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,548
    MILLION
  • Total Number of Accounts
    744
    ACCOUNTS
  • Average Account Value
    $2,080,979
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, ME, MO, NH, NJ, NY, OR, PA, TX, VA, VT

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