Barrett & Company, Inc.
● SEC registered since 2017CRD 1175SEC# 801-110786Providence, RI
Reg. AUM
$529.7M
Employees
7
Accounts
1,091
Location
Providence, RI
Barrett & Company, Inc. assets under management
Barrett & Company, Inc. is a registered investment adviser overseen by the SEC based in Providence, RI. The firm has been registered since 2017. It reports $529.7 million in regulatory assets under management and employs 7 people.
Barrett & Company, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Wilson Gordon II Saville Control | President,secretary,chief Compliance Officer, & Chief Financial Officer | Over 75% | 2011 |
Frequently asked questions
How much does Barrett & Company, Inc. manage?
Barrett & Company, Inc. reports $529.7 million in regulatory assets under management on its Form ADV.
How many employees does Barrett & Company, Inc. have?
Barrett & Company, Inc. reports 7 employees.
Where is Barrett & Company, Inc. located?
Barrett & Company, Inc. is based in Providence, RI and has been SEC-registered since 2017.
Does Barrett & Company, Inc. disclose fund performance?
Barrett & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 42 Weybosset Street, Providence, RI 02903-2855 |
| Phone | 401-351-1000 |
| Fax | 401-351-1080 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$529.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$529.7Mregulatory AUM
Discretionary $471.3MNon-discretionary $58.4M