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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-21-2012
- Office Locations
- 1
Office Locations
About Barrett Wealth Connection LLC
Barrett Wealth Connection (Spring Grove, IL) provides hourly financial planning, ongoing wealth management, and retirement plan services for individuals and couples (including divorce and retirement needs) as well as plan sponsors. Portfolios are implemented primarily with public funds such as ETFs and mutual funds, with fixed-income exposure, and are custodied at Schwab or Fidelity. The team positions itself as an alternative to traditional Wall Street advice.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AMY LISA BARRETT
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #1459516
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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VICTORIA JOSEPHINE DORGAN
Wealth Advisor
- CRD
- #4320867
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,132,795 | $352,264 |
| Non-Discretionary | $2,838,373 | $405,482 |
| Total | $147,971,168 | $353,153 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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