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Barrett Asset Management, LLC

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barrett asset management, llc provides investment advisory and wealth management services to high-net-worth individuals and families, foundations, corporations, and offshore investors. it manages over $1.5 billion in assets for its clients in equity, fixed income, and balanced portfolios. the firm also manages two mutual funds,one growth focused and the other, value as well as an enhanced income product. employing fundamental analysis, the firm conducts its own in-house research to develop its investment products and customized portfolios for clients. for more than 75 years, barrett asset management has helped high-net-worth individuals, families and institutions cultivate their wealth through long-term client relationships that are the hallmark of our firm. we have successfully managed our clients' assets through many economic cycles and from one generation to the next since our founding in 1937. barrett asset management is independently owned and managed by the principals of the firm

Headquarters:
90 Park Avenue, New York, New York, United States, 10016
Industry:
Financial Services
Founded:
1937
Employees:
21
Annual Revenue:
-

Type: Private
Ticker: -
United States 21
Estate PlanningPortfolio ManagementIntergenerational Wealth TransferFinancial Guidance in Life TransitionsPhilanthropic AdvisementWealth ManagementFinancial PlanningInvestment ManagementRetirement Cash Flow Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Barrett Asset Management, LLC

Let us help answer the most common questions you might have.

Where is Barrett Asset Management, LLC located?

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Barrett Asset Management, LLC's headquarters is located at 90 Park Avenue, New York, New York, United States, 10016

What is Barrett Asset Management, LLC's official website?

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Barrett Asset Management, LLC's official website is barrettasset.com

What is Barrett Asset Management, LLC's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Barrett Asset Management, LLC's NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Barrett Asset Management, LLC have?

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Barrett Asset Management, LLC has 21 employees

What industry does Barrett Asset Management, LLC belong to?

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Barrett Asset Management, LLC is in the industry of: Financial Services

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Distro — Free Sales Engagement Platform

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