Richard
Barrett

Stonebridge Capital Management Inc

CRD#4344598
Investment Advisor
in Los Angeles, CA

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About this Advisor

Richard Barrett is a financial advisor based in Los Angeles, California, working with Stonebridge Capital Management Inc. Richard has previously held a position at Stonebridge Capital Management, Inc and is registered to provide services in California. Currently, Richard is part of Stonebridge Capital Management Inc, which operates out of Los Angeles, California. The firm has 6 employees and manages assets totaling $292.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Stonebridge Capital Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst, Chartered Investment Counselor

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1801 Century Park East Suite 1800
Los Angeles, CA 90067

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Stonebridge Capital Management Inc Brokerage Details

Total Assets Under Management

$291,954,200

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

284

CA Average: 3,727
Average Account Size

$1,028,008

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Richard Barrett Work History

1979 - Present (45 years)

Stonebridge Capital Management, Inc

Disclosures

Please visit the SEC profile of Richard Barrett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stonebridge Capital Management Inc

Richard Barrett
Los Angeles, CA

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