BARTLETT & CO. WEALTH MANAGEMENT LLC - Financial Advisor in Ohio, Cincinnati

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

About 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

Firm CRD#:

292246

Firm SEC#:

801-112635

Assets Under Management:

$8,441,109,220

No. of Clients:

5859

No. of Advisors:

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

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