Barnett & Co Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

Barnett & Co, federally registered in 1984, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 5 advisors. Barnett & Co manages $264.1 million and provides investment advisory services for 264 clients (1:53 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,000,562
Hybrid Advisor No
Disciplinary History No
Total AUM $264.1 million
Advisor / Client Ratio 1:53
Headquarters Chattanooga, TN
SEC Filings Forms and Brochures    (CRD # 105867)
State(s) Registered AL, AR, CA, CO, DC, FL, GA, IL, IA, MD, MI, MS, NH, NY, NC, ND, PA, SC, TN, TX, VA, WA, WV

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