Barrett Asset Management LLC

Full Contact Details

Barrett Asset Management LLC

90 PARK AVENUE, 34TH FLOOR, NEW YORK, NY

212-983-5080

212-953-3240

Other Info

Barrett Asset Management LLC is legally known as BARRETT ASSET MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 18 employees, of which 8 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 30, 2011.

CI Barrett Private Wealth - HOME

Phone: 123-456-7890 WHO WE ARE ABOUT US OUR TEAM IN THE NEWS WHAT WE OFFER OUR PROCESS OUR PHILOSOPHY HOW WE THINK INVESTMENT OUTLOOK INTERNSHIP PROGRAM CONTACT US WHO WE ARE ABOUT US OUR TEAM IN THE NEWS WHAT WE OFFER OUR PROCESS OUR PHILOSOPHY HOW WE THINK INVESTMENT OUTLOOK INTERNSHIP PROGRAM CON…

Direct Owners

ANN GRACE RICE
CHIEF ADMINISTRATIVE OFFICER owns less than 5%
CHRISTINA ANN BATER
MANAGING DIRECTOR owns more than 5% but less than 10%
DOUGLAS OLIN
TRUSTEE 2010 BARRETT FAMILY TRUST owns less than 5%
EDWIN WELLS BECK
MANAGING DIRECTOR owns more than 5% but less than 10%
JOHN DAVID BARRETT II
CHAIRMAN OF THE BOARD owns less than 5%
JOHN DAVID BARRETT IV
TRUSTEE 2010 BARRETT FAMILY TRUST owns less than 5%
JOHN GRAY YOUNGMAN
MANAGING DIRECTOR owns more than 5% but less than 10%
MADELEINE MORREALE
CHIEF COMPLIANCE OFFICER owns less than 5%
MARIETTE LOUISE GRAEME CAMPBELL
MANAGING DIRECTOR owns less than 5%
PETER HEPBURN SHRIVER
CEO owns more than 10% but less than 25%
ROBERT JOSEPH MILNAMOW
PRESIDENT owns more than 10% but less than 25%
THE 2010 BARRETT FAMILY TRUST
MEMBER owns more than 10% but less than 25%

Firms Located Nearby

All Firms Located Nearby

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Aug 5, 2019

ECOLAB INC $49,067k
DISNEY WALT CO $48,490k
Apple Inc $41,735k
ADP $41,375k
INTEL CORP $18,617k
Berkshire Hathaway, Inc. $18,019k
Amazon.com Inc $16,423k
HOME DEPOT INC $13,854k
ABBOTT LABS $9,136k
GENERAL DYNAMICS $9,000k

All Holdings of the Barrett Asset Management LLC