Be advised. This firm is no longer registered.

Bartlett & Company LLC

Bartlett & Company LLC (CRD# 159973) is a financial advisory firm headquartered in Cincinnati, OH. They manage $3,578,329,750 in 1,181 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,578
    MILLION
  • Total Number of Accounts
    1,181
    ACCOUNTS
  • Average Account Value
    $3,029,915
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Bartlett & Company LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.