Brett
Barth
Bbr Partners, LLC
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About this Advisor
Brett Barth is a financial advisor working in New York, New York with 2 years of industry experience. Barth currently works for Bbr Partners, LLC. They have worked at Bbr Partners, Llc for the entirety of their career. Barth maintains a Series 63 license, which qualifies them as a securities broker, and can work in New York and Texas. Bbr Partners, LLC is a financial advisory firm operating out of New York, NY. The investment advisory business has offices in five locations and a total of 165 financial advisors. It controls $24 billion in total assets across its 4,300 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 55 charitable organizations. Of its 4,300 customer accounts, 88% are associated with high-net-worth individuals who have at least $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors typically depend on the services. However, fee types charged by Bbr Partners, LLC can include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bbr Partners, LLC Brokerage Details
$24,081,600,000
165
4,300
$5,600,372
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Brett Barth Work History
Brett has been registered as a financial advisor for 2 years.*
Bbr Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Barth 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 Bbr Partners, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Chicago, IL
New York, NY
New York, NY
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