BARRETT & COMPANY, INC.
Legal name: BARRETT & COMPANY
CRD #1175 SEC #801-110786 PROVIDENCE, RI 401-351-1000
SEC Registered Broker-Dealer Disclosures
Total AUM
$453.5M
Discretionary
$399.4M
Employees
9
Clients
51
Accounts
1,040
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $453.5M | $399.4M | $54.1M | 9 | 0 |
| Jun 2025 | $453.5M | $399.4M | $54.1M | 9 | 0 |
| May 2025 | $453.5M | $399.4M | $54.1M | 9 | 0 |
| Mar 2025 | $453.5M | $399.4M | $54.1M | 9 | 0 |
| Dec 2024 | $370.1M | $322.2M | $47.9M | 10 | 0 |
| Feb 2024 | $370.1M | $322.2M | $47.9M | 10 | 0 |
| Nov 2023 | $309.4M | $283.4M | $26M | 12 | 0 |
| Apr 2023 | $309.4M | $283.4M | $26M | 12 | 0 |
| Mar 2023 | $309.4M | $283.4M | $26M | 12 | 0 |
| Mar 2023 | $369.3M | $337.6M | $31.7M | 12 | 0 |
| Mar 2023 | $369.3M | $337.6M | $31.7M | 12 | 0 |
| Apr 2022 | $369.3M | $337.6M | $31.7M | 12 | 0 |
| Mar 2022 | $369.3M | $337.6M | $31.7M | 12 | 0 |
| Nov 2021 | $273.7M | $252.8M | $20.9M | 13 | 0 |
| Jul 2021 | $273.7M | $252.8M | $20.9M | 13 | 0 |
| Mar 2021 | $273.7M | $252.8M | $20.9M | 13 | 0 |
| Jun 2020 | $231M | $213.8M | $17.2M | 15 | 0 |
| Mar 2020 | $231M | $213.8M | $17.2M | 15 | 0 |
| Mar 2020 | $231M | $213.8M | $17.2M | 15 | 0 |
| Nov 2019 | $157M | $145.6M | $11.4M | 14 | 337 |
| May 2019 | $157M | $145.6M | $11.4M | 14 | 337 |
| Apr 2019 | $157M | $145.6M | $11.4M | 14 | 337 |
| Mar 2019 | $157M | $145.6M | $11.4M | 14 | 337 |
| Mar 2018 | $136M | $130.7M | $5.3M | 14 | 341 |
| Aug 2017 | $100.4M | $100.4M | $0 | 14 | 200 |
| Jun 2017 | $100.4M | $100.4M | $0 | 14 | 200 |
DateOct 2025
Total AUM$453.5M
Discretionary$399.4M
Non-Disc.$54.1M
Employees9
Clients0
DateJun 2025
Total AUM$453.5M
Discretionary$399.4M
Non-Disc.$54.1M
Employees9
Clients0
DateMay 2025
Total AUM$453.5M
Discretionary$399.4M
Non-Disc.$54.1M
Employees9
Clients0
DateMar 2025
Total AUM$453.5M
Discretionary$399.4M
Non-Disc.$54.1M
Employees9
Clients0
DateDec 2024
Total AUM$370.1M
Discretionary$322.2M
Non-Disc.$47.9M
Employees10
Clients0
DateFeb 2024
Total AUM$370.1M
Discretionary$322.2M
Non-Disc.$47.9M
Employees10
Clients0
DateNov 2023
Total AUM$309.4M
Discretionary$283.4M
Non-Disc.$26M
Employees12
Clients0
DateApr 2023
Total AUM$309.4M
Discretionary$283.4M
Non-Disc.$26M
Employees12
Clients0
DateMar 2023
Total AUM$309.4M
Discretionary$283.4M
Non-Disc.$26M
Employees12
Clients0
DateMar 2023
Total AUM$369.3M
Discretionary$337.6M
Non-Disc.$31.7M
Employees12
Clients0
DateMar 2023
Total AUM$369.3M
Discretionary$337.6M
Non-Disc.$31.7M
Employees12
Clients0
DateApr 2022
Total AUM$369.3M
Discretionary$337.6M
Non-Disc.$31.7M
Employees12
Clients0
DateMar 2022
Total AUM$369.3M
Discretionary$337.6M
Non-Disc.$31.7M
Employees12
Clients0
DateNov 2021
Total AUM$273.7M
Discretionary$252.8M
Non-Disc.$20.9M
Employees13
Clients0
DateJul 2021
Total AUM$273.7M
Discretionary$252.8M
Non-Disc.$20.9M
Employees13
Clients0
DateMar 2021
Total AUM$273.7M
Discretionary$252.8M
Non-Disc.$20.9M
Employees13
Clients0
DateJun 2020
Total AUM$231M
Discretionary$213.8M
Non-Disc.$17.2M
Employees15
Clients0
DateMar 2020
Total AUM$231M
Discretionary$213.8M
Non-Disc.$17.2M
Employees15
Clients0
DateMar 2020
Total AUM$231M
Discretionary$213.8M
Non-Disc.$17.2M
Employees15
Clients0
DateNov 2019
Total AUM$157M
Discretionary$145.6M
Non-Disc.$11.4M
Employees14
Clients337
DateMay 2019
Total AUM$157M
Discretionary$145.6M
Non-Disc.$11.4M
Employees14
Clients337
DateApr 2019
Total AUM$157M
Discretionary$145.6M
Non-Disc.$11.4M
Employees14
Clients337
DateMar 2019
Total AUM$157M
Discretionary$145.6M
Non-Disc.$11.4M
Employees14
Clients337
DateMar 2018
Total AUM$136M
Discretionary$130.7M
Non-Disc.$5.3M
Employees14
Clients341
DateAug 2017
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees14
Clients200
DateJun 2017
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees14
Clients200