Bartlett & Co.
Finance · Ohio, United States · 51-200 Employees
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Overview
Headquarters
600 Vine St Ste 2100, Cincinnati, Ohio, ...Phone Number
(513) 621-4612Website
www.bartlett1898.comRevenue
$10.2 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
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About Bartlett & Co.
Bartlett Wealth Management offers comprehensive financial services including wealth management, financial planning, and investment management designed for individuals, families, business owners, and institutions. Their seasoned advisors work collaboratively to create tailored strategies that align with each client's unique financial landscape. The firm is committed to building long-term relationships and providing continuity of care, ensuring that clients' wealth serves a lasting purpose. Recognized as a fee-only fiduciary, Bartlett prioritizes the best interests of their clients while maintaining a reputation for exceptional service in the industry.Explore more
Bartlett & Co. Org Chart
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Activity Insights
Bartlett & Co. is experiencing very low activity levels compared to other companies in the Finance sector.
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Bartlett & Co. is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bartlett & Co..
Bartlett & Co. Tech Stack
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Hiring Plans
Bartlett & Co. has more open roles in Operations than it has had at any time in the past 12 months.
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Open Position
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Hiring Plans
Bartlett & Co. has more open roles in Finance than it has had at any time in the past 9 months.
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Bartlett & Co. News & Media
Lodestar Investment Counsel to Join Focus Partner Firm Bartlett & Co. Wealth Management
NEW YORK, May 17, 2019 (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Lodestar Investment Counsel, LLC (“Lodestar”), a registered investment adviser based in Chicago, Illinois, will join Focus partner firm Bartlett & Co. Wealth Management LLC (“Bartlett”). The transaction is expected to close in the third quarter of
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Bartlett Wealth Management offers comprehensive financial services including wealth management, financial planning, and investment management designed for individuals, families, business owners, and institutions. Their seasoned advisors work collaboratively to create tailored strategies that align with each client's unique financial landscape. The... Read More
