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VERIFIED COMPANY DOSSIER

Barrett Asset Management, LLC

Verified Intel

Since 1937, Barrett has been putting its clients first - working to help each of them achieve their goals and aspirations. Barrett is an investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each investment portfolio based on a client's objectives for income and growth through suitable asset allocation and individual investment selections. Our professionals pride themselves on their accessibility, hold an unwavering commitment to addressing clients'​ needs and are jointly responsible for portfolio management, wealth planning and client contact. Important Disclosures: https://www.barrettasset.com/wp-content/uploads/2020/08/SocialMediaDisclosuresAugust2020.pdf

barrettasset.comLinkedIn

Since 1937, Barrett has been putting its clients first - working to help each of them achieve their goals and aspirations. Barrett is an investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each investment portfolio based on a client's objectives for income and growth through suitable asset allocation and individual investment selections. Our professionals pride themselves on their accessibility, hold an unwavering commitment to addressing clients'​ needs and are jointly responsible for portfolio management, wealth planning and client contact. Important Disclosures: https://www.barrettasset.com/wp-content/uploads/2020/08/SocialMediaDisclosuresAugust2020.pdf

Primary SectorFinancial Services
Workforce Size1-10 Employees
Global HQNew York, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
1937
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
90 Park Avenue NY New York
City
New York
Region / State
New York
Postal Code
10016
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainbarrettasset.com
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LinkedIn NetworkActive Profile
Open LinkedIn
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Frequently Asked Questions

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