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BARRETT UPTON CAPITAL PARTNERS

Tel: 8477520292
100 N Field Drive, Suite 215
Lake Forest, Illinois  60045

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BARRETT UPTON CAPITAL PARTNERS

BARRETT UPTON CAPITAL PARTNERS is a Lake Forest, Illinois based financial advisory firm with nearly $49,825,000 in assets under management and provides investment advisory services for 1 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

326104

SEC#:

801-127797

No. of Clients:

1

Assets under Management

$49,825,000

No. of Advisors:

8

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