Barrett Wealth Connection Llc, IL — Investment Adviser | BuildTrust

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BARRETT WEALTH CONNECTION LLC

Investment AdviceSPRING GROVE, IL

Assets Under Management

$132M

Total AUM

Donut chart: Discretionary 129.3M, Non-Discretionary 2.7M
Category	Value
Discretionary	129.3M
Non-Discretionary	2.7M

Adviser Information

Field	Value
CRD Number	161020
SEC Number	801-130511
Street Address	2002 HOLIAN DRIVE, SUITE 104
Location	SPRING GROVE, IL 60081
Country	United States
Phone	815-529-7527
Total Employees	2

Client Count by Type (165 Total)

Horizontal bar chart: Individuals (other than H… 99, High Net Worth Individual… 53, Pension/Profit Sharing Pl… 11, Charitable Organizations 2
Category	Value
Individuals (other than H…	99
High Net Worth Individual…	53
Pension/Profit Sharing Pl…	11
Charitable Organizations	2