Barrett

Finance · Rhode Island, United States · 11-50 Employees

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Overview

Headquarters

42 Weybosset St Ste 2, Providence, Rhode...

Phone Number

(401) 351-1000

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
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ZI Rank
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About Barrett

We are a member of FINRA*, MSRB**, and SIPC***. The firm was founded in Rhode Island in 1928 and continues today to be managed by the same founding family. Barrett & Company proudly remains one of the oldest independent investment firms in New England. Our clients enjoy an unparalleled client experience with outstanding personal services and timely professional advice. Our Commitment begins with the individual investor in offering the highest level of secure communication and account access, as well as flexible business relationships and products that work best for our clients. Barrett & Company offers a full spectrum of financial products and advice as well as Wealth Management Solutions. Barrett & Company utilizes the clearing and execution services of Fidelity Investments/National Financial Services, LLC (NFS) . Securities in accounts introduced to NFS by Barrett & Company are protected by the Securities Investor Protection Corporation** (SIPC) up to $500,000 (including cash claimsRead more
Barrett's Social MediaPopular SearchesBarrett & CoBarrett & Company IncBarrett & Co. IncBarrett Company IncBarrettSIC Code 62,621NAICS Code 52,523Show more

Barrett Org Chart

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Vice President and Financial Advisor

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Director, Finance & Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Barrett

<$5M
11-50
Private
-
1980
MR
Mark RapozaVice President and Financial Advisor
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
<$5M
11-50
Private
-
2003
<$5M
1-10
Private
-
2011
AM
Anna McMahan HouserClient Services Director, Operations
<$5M
11-50
Private
-
1977
MC
Mark CrowChief Operating Officer & Family Office Advisor
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
-
VA
Victoria ArtelWealth Advisor
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Barrett is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Barrett is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Barrett.

Barrett Tech Stack

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Frequently Asked Questions Regarding Barrett

What is Barrett's official website?
Barrett's official website is www.barrettandcompany.com
What is Barrett's Revenue?
Barrett's revenue is <$5 Million
What is Barrett's SIC code?
Barrett's SIC: 62,621
What is Barrett's NAICS code?
Barrett's NAICS: 52,523
How many employees does Barrett have?
Barrett has 11-50 employees
What industry does Barrett belong to?
Barrett is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Barrett competition?
Barrett top competitors include: McMahan Financial, Providence Financial Advisors, Liberator Wealth Management, Altman Advisors
What technology does Barrett use?
Some of the popular technologies that Barrett uses are: Cloudflare Website Optimization, Google Font API, YouTube, Microsoft 365
How do I contact Barrett?
Barrett contact info: Phone number: (401) 351-1000 Website: www.barrettandcompany.com
What does Barrett do?

We are a member of FINRA*, MSRB**, and SIPC***. The firm was founded in Rhode Island in 1928 and continues today to be managed by the same founding family. Barrett & Company proudly remains one of the oldest independent investment firms in New England. Our clients enjoy an unparalleled client experience with outstanding personal services and timely... professional advice. Our Commitment begins with the individual investor in offering the highest level of secure communication and account access, as well as flexible business relationships and products that work best for our clients. Barrett & Company offers a full spectrum of financial products and advice as well as Wealth Management Solutions. Barrett & Company utilizes the clearing and execution services of Fidelity Investments/National Financial Services, LLC (NFS) . Securities in accounts introduced to NFS by Barrett & Company are protected by the Securities Investor Protection Corporation** (SIPC) up to $500,000 (including cash claims limited to 250,000). NFS has arranged for additional unlimited insurance protection for cash and securities to supplement SIPC coverage. Neither coverage protects against a decline in the market value of securities. Barrett & Company is registered as a Broker/Dealer in the following US States: AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT, WA, WIRead More

What are Barrett social media links?
Barrett Linkedin page Barrett Twitter page Barrett Facebook page
Is Barrett a public company?
Barrett is private company therefore does not currently have an official ticker symbol
See more information about Barrett

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