BARRETT & COMPANY
Firm details
- Headquarters
- PROVIDENCE, Rhode Island
- CRD number
- 1175
- Registered since
- July 17, 2017
- Website
- www.barrettandcompany.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.77%
- Individuals34.52%
- Pension & Profit Sharing Plans5.65%
- Corporations / Businesses3.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Barrett & Company operates as a corporation organized as an independent broker‑dealer. The firm has been SEC‑registered since 2017 and is owned by an individual. Its client mix spans individuals and families as well as institutional relationships. Barrett & Company charges fees based on a percentage of assets under management and conducts business primarily through broker‑dealer activities while offering advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not identified as an active ESG investor and is not classified as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents5%
Contacts
3 of 9EVAN GRANOFF
Registered RepresentativeCRD 1034737
KRISTIN CAMBIO
Senior Wealth Management AssociateCRD 5737468
CAROL SABINS
Client ServiceCRD 1266247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 334Active vs passive
$241M in ETFs
88%
$211M
7%
$29.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $31.1M | 97,024 | 12.93% |
Location
PROVIDENCE, RI
PROVIDENCE
Location
PROVIDENCE, RI
Headquartered in PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PROVIDENCE
- Address
- 42 Weybosset St
- Time zone
- ET (UTC-5)
- Office locations
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