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BARRETT & COMPANY
BARRETT & COMPANY, INC.
CRD 1175 · SEC 801-110786
42 WEYBOSSET STREET, PROVIDENCE, RI, 02903-2855, United States
Phone
401-351-1000
Fax
401-351-1080
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$529.7M
Discretionary AUM
$471.3M
Team
7 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 437 | $182.9M |
| High net worth individuals | 139 | $300.7M |
| Pension/profit sharing plans | 15 | $29.9M |
| Corporations/business entities | 10 | $16.2M |
States served
VT, CA, CO, GA, ME, MA, NY, RI, TN, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD