Bartlett & Company Wealth Management LLC
Bartlett & Company Wealth Management LLC (CRD# 292246) is a financial advisory firm headquartered in Cincinnati, OH. They manage $8,441,109,220 in 5,859 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management8,441MILLION
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Total Number of Accounts5,859ACCOUNTS
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Average Account Value$1,440,708
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
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, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Brian Antenucci (CRD# 4898045) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 18 years of experience in the finance industry.
Michael Cambron (CRD# 38813) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 36 years of experience in the finance industry.
Keith Dershem (CRD# 6179415) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.
Peter Flanzer (CRD# 2159902) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 32 years of experience in the finance industry.
David Francis (CRD# 1890447) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has 1 year of experience in the finance industry.
James Hagerty (CRD# 2546633) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 27 years of experience in the finance industry.
Michael Herst (CRD# 1955024) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 27 years of experience in the finance industry.
Jason Katz (CRD# 4919911) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Cincinatti, OH and has over 19 years of experience in the finance industry.
Krista Linn (CRD# 1477970) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 32 years of experience in the finance industry.
Melissa Martin (CRD# 5550002) is an Investment Advisor Representative working at Bartlett & Company Wealth Management LLC in Chicago, IL and has over 15 years of experience in the finance industry.