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 is a corporation operating as an independent broker-dealer that also provides advisory services. The firm is registered with the SEC (registration recorded in 2017) and is owned by an individual. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Barrett & Company charges fees based on a percentage of assets under management and serves a mixed client base of individual and family investors as well as institutional clients. The firm does not present itself as a capital allocator and is not identified as an active ESG investor.
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%
Owners & executives
1 of 1
Wilson Saville
President, CFO & CCOCRD 1406756
Contacts
3 of 8
Mark Rapoza
VP, Financial AdvisorCRD 2270759
Peter Jacavone
Senior Vice President, Financial AdvisorCRD 1255267
Evan Granoff
Registered RepresentativeCRD 1034737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 343Active vs passive
$282M in ETFs
87%
$246M
8%
$35.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $37.6M | 100,408 | 13.34% |
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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