Bartlett, Lawrence E

Overview

Bartlett, Lawrence E. is a sole proprietorship RIA owned and operated by Lawrence E. Bartlett and registered in California. The firm is classified as an independent adviser and lists institutional clients, while its advisory activities explicitly include portfolio management for individuals and small businesses and pension consulting. The business also provides accounting services, and its fees are billed via a mix of percentage of assets under management, fixed fees, and other arrangements. The adviser does not identify as an ESG-focused investor.

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Public Holdings

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Location & Offices