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BARTLETT & CO. WEALTH MANAGEMENT LLC

Tel: 513-621-4612
600 Vine Street
Suite 2100
Cincinnati, Ohio  45202-2466

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BARTLETT & CO. WEALTH MANAGEMENT LLC

BARTLETT & CO. WEALTH MANAGEMENT LLC is a Cincinnati, Ohio based financial advisory firm with nearly $8,441,109,220 in assets under management and provides investment advisory services for 5859 clients. There are currently 77 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

292246

SEC#:

801-112635

No. of Clients:

5859

Assets under Management

$8,441,109,220

No. of Advisors:

77

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