Barrett Capital Advisory

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

1400 Urban Center Dr Ste 475, Vestavia H...

Phone Number

(770) 825-3162

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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1

About Barrett Capital Advisory

Barrett Capital Advisory, located in Atlanta, GA, specializes in providing financial planning and wealth management services tailored for entrepreneurs, executives, and high net worth families. The firm focuses on creating custom investment and estate solutions to meet the dynamic needs of its clients throughout various stages of wealth. With a commitment to delivering an elevated client experience, Barrett Capital Advisory leverages a vast network of relationships and opportunities to support its clients' financial journeys. Their services are designed to simplify financial planning and help clients realize their full potential.Explore more
Barrett Capital Advisory's Social MediaPopular SearchesBarrett Capital AdvisorySIC Code 62,628NAICS Code 52,523Show more

Barrett Capital Advisory Org Chart

PhoneEmail
LB
United States flag for contact location.

Client Experience Coordinator

PhoneEmail
BB
United States flag for contact location.

Founder & Wealth Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Barrett Capital Advisory

<$5M
1-10
Private
-
-
LB
Lindsey BlairClient Experience Coordinator
<$5M
11-50
Private
-
2001
GB
Gregory BillowManaging Partner
<$5M
1-10
Private
-
2021
SM
Sommer MorrisFounder & Wealth Advisor
<$5M
1-10
Private
-
2022
JS
Jennifer SamoraChief Operating Officer
<$5M
1-10
Private
-
2014
LT
Lisa ThompsonOperational Manager
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Barrett Capital Advisory Tech Stack

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Frequently Asked Questions Regarding Barrett Capital Advisory

What is Barrett Capital Advisory's official website?
Barrett Capital Advisory's official website is www.barrettca.com
What is Barrett Capital Advisory's Revenue?
Barrett Capital Advisory's revenue is <$5 Million
What is Barrett Capital Advisory's SIC code?
Barrett Capital Advisory's SIC: 62,628
What is Barrett Capital Advisory's NAICS code?
Barrett Capital Advisory's NAICS: 52,523
How many employees does Barrett Capital Advisory have?
Barrett Capital Advisory has 1-10 employees
What industry does Barrett Capital Advisory belong to?
Barrett Capital Advisory is in the industry of: Finance, Securities Trading
What is Barrett Capital Advisory competition?
Barrett Capital Advisory top competitors include: Dédé Wealth Management, Meta Private Wealth, GMB Private Wealth Management, Axiom Wealth Alliance
What technology does Barrett Capital Advisory use?
Some of the popular technologies that Barrett Capital Advisory uses are: Adobe Typekit, Vimeo, Google Tag Manager, ASP.NET
How do I contact Barrett Capital Advisory?
Barrett Capital Advisory contact info: Phone number: (770) 825-3162 Website: www.barrettca.com
What does Barrett Capital Advisory do?

Barrett Capital Advisory, located in Atlanta, GA, specializes in providing financial planning and wealth management services tailored for entrepreneurs, executives, and high net worth families. The firm focuses on creating custom investment and estate solutions to meet the dynamic needs of its clients throughout various stages of wealth. With a com... mitment to delivering an elevated client experience, Barrett Capital Advisory leverages a vast network of relationships and opportunities to support its clients' financial journeys. Their services are designed to simplify financial planning and help clients realize their full potential.Read More

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

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