Barrett & Company is an investment advisor in Providence with $309.38 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
50462791
SEC advisor number
801-110786
FINRA CRD number
1175
AUM ?
$309.38 mm
(as of 5 Apr 23)
Accounts
933
(as of 5 Apr 23)
Employees
12
(5 investment advisory or research)
Office hours
Monday - Friday, 8:30AM TO 4:30PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Saville, Wilson Gordon II | President,secretary,chief Compliance Officer, & Chief Financial Officer | 07/2011 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Jun 23
13F-HR
Quarterly holdings report by institutional manager
23 May 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23