Barrett Capital Management,llc

Barrett Capital Management,llc (CRD# 117272) is a financial advisory firm headquartered in Midlothian, VA. They manage $60,939,683 in 276 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $220,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

VA

Financial Advisors at Barrett Capital Management,llc
Showing 1 - 4 of 4 top financial advisors.
1
David R. Barrett
CRD#: 4473235
2318 Robious Station Circle, Midlothian, VA 23113
93
Wealthminder
score

David Barrett (CRD# 4473235) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 16 years of experience in the finance industry.

2
Russell E. Lundeberg
CRD#: 4478749
2318 Robious Station Circle, Midlothian, VA 23113
93
Wealthminder
score

Russell Lundeberg (CRD# 4478749) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 16 years of experience in the finance industry.

3
Damir Strmel
CRD#: 5570963
2318 Robious Station Circle, Midlothian, VA 23113
93
Wealthminder
score

Damir Strmel (CRD# 5570963) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 8 years of experience in the finance industry.

4
Raymond S. Hines
CRD#: 1399907
2318 Robious Station Circle, Midlothian, VA 23113
89
Wealthminder
score

Raymond Hines (CRD# 1399907) is an Investment Advisor Representative working at Barrett Capital Management,llc in Midlothian, VA and has over 3 years of experience in the finance industry.

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