Barrett Wealth Management

Barrett Wealth Management (CRD# 125550) is a financial advisory firm headquartered in Rochester, NY. They manage $18,736,441 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
70 Linden Oaks, 3rd Floor, Rochester, NY 14625
http://www.barrettcm.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $390,343
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Barrett Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Joshua Barrett, financial advisor Rochester NY
Joshua A. Barrett
CRD#: 4545892
70 Linden Oaks, 3rd Floor, Rochester, NY 14625

Joshua Barrett (CRD# 4545892) is an Investment Advisor Representative working at Barrett Wealth Management in Rochester, NY and has over 21 years of experience in the finance industry.

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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