Bartlett & CO. Wealth Management LLC Has $4.75 Million

Jan 24, 2025 · Bartlett & CO. Wealth Management LLC reduced its holdings in Diageo plc (NYSE:DEO - Free Report) by 7.0% in the 4th quarter, according to the company in its most …

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Bartlett & CO. Wealth Management LLC Has $4.75 Million

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Jan 24, 2025 · Bartlett & CO. Wealth Management LLC reduced its holdings in Diageo plc (NYSE:DEO - Free Report) by 7.0% in the 4th quarter, according to the company in its most …

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Bartlett & CO. Wealth Management LLC Has $4.43 Million

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Jan 24, 2025 · Bartlett & CO. Wealth Management LLC decreased its stake in The Williams Companies, Inc. (NYSE:WMB - Free Report) by 5.5% during the 4th quarter, according to its …

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BARTLETT & COMPANY . WEALTH MANAGEMENT LLC

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Bartlett & Company . Wealth Management is a large advisory firm with 2207 clients and discretionary assets under management (AUM) of $8,402,759,807 (Form ADV from 2024-03 …

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BARTLETT & CO. WEALTH MANAGEMENT LLC - 13f.info

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Oct 17, 2024 · Bartlett & Co. Wealth Management LLC reported 1,129 holdings with total value $6.89 B as of Q4 2024. Top holdings included AAPL, MSFT, GOOG, PG, and BRK-B. …

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Bartlett & CO. Wealth Management LLC Has $8.50 Million Stock …

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC cut its holdings in United Parcel Service, Inc. (NYSE:UPS - Free Report) by 6.9% in the fourth quarter, according to its most recent …

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Bartlett & CO. Wealth Management LLC Has $44,000 ... - ETF Daily …

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Jan 26, 2025 · Bartlett & CO. Wealth Management LLC boosted its stake in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 102.0% in the fourth quarter, …

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Bartlett & CO. Wealth Management LLC Has $1.55 Million Stock …

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Jan 24, 2025 · Bartlett & CO. Wealth Management LLC trimmed its position in Wells Fargo & Company (NYSE:WFC) by 3.6% in the fourth quarter, according to its most recent Form 13F …

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Bartlett & Co. Wealth Management Review 2025 - Investor.com

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Oct 16, 2024 · Bartlett & Co. Wealth Management, registered in 2018, serves 49 state(s) with a licensed staff of 32 advisors. Bartlett & Co. Wealth Management manages $8.4 billion and …

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Bartlett & CO. Wealth Management LLC Has $6.39 Million

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC trimmed its stake in Starbucks Co. (NASDAQ:SBUX - Free Report) by 6.5% in the fourth quarter, according to its most recent …

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Bartlett & CO. Wealth Management LLC Sells 1,035 Shares Of …

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Jan 26, 2025 · Read Our Latest Analysis on ALB. Albemarle Stock Down 1.2 %. Shares of NYSE ALB opened at $88.71 on Friday. Albemarle Co. has a 52-week low of $71.97 and a 52-week …

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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Circle Wealth Management, LLC Find an Advisor. Read Review. $10,174,361,288: $30,000,000: Financial planning; ... There is a $30 million account minimum. Circle Wealth Management …

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Bartlett & CO. Wealth Management LLC Has $78.79 Million

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC grew its stake in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 3.3% in the fourth quarter, according to its most recent …

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10 Best Financial Advisors In New Jersey | 2021-2022 Ranking

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Oct 10, 2017 · This fee-only NJ wealth management firm works with individuals, families, trusts, institutions, and philanthropic organizations who typically have at least $1 million in investment …

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Bartlett & CO. Wealth Management LLC Has $104.83 Million Stake …

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC increased its stake in Accenture plc (NYSE:ACN - Free Report) by 1.5% in the 4th quarter, according to its most recent 13F filing …

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Bartlett & CO. Wealth Management LLC Purchases 3,847

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC boosted its position in shares of Oracle Co. (NYSE:ORCL - Free Report) by 9.6% in the 4th quarter, according to its most recent filing …

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FAQs about Bartlett & CO. Wealth Management LLC Has $4.75 Million Coupon?

How much money does Valley wealth managers manage?

Today, the firm manages more than $2.2 billion in assets under management across 48 advisors. Valley Wealth Managers employs a dynamic investment approach that includes tactical allocation across various asset classes such as stocks, bonds, and cash reserves. ...

Who owns circle wealth management?

Managing partner Maria L. Kattan-Chrin founded Circle Wealth Management in 2006, though the firm didn't register with the SEC until 2007. Kattan-Chrin is also the principal owner of the firm and she has decades of experience within the private wealth management and financial services industries. ...

Where is Eagle Rock Wealth Management located?

Eagle Rock Wealth Management is based in East Hanover, New Jersey. The firm also has additional offices in New York City, Seattle, and Ft. Lauderdale. ...

What makes a New Jersey wealth management firm a good fit?

This New Jersey wealth management firm stands out due to their innovative approach, track record of success, and broad range of tailored financial solutions. These characteristics make them a great fit for the needs of the wealthy. ...

Is circle wealth a fee-only financial advisor firm?

Circle Wealth is a fee-only financial advisor firm, meaning it only receives income from client fees. This avoids the conflicts of interest found at a fee-based firm, which can receive commissions for insurance or securities transactions. There is a $30 million account minimum. ...

Who is RMR wealth builders?

RMR Wealth Builders offers financial advisory services on a fee-based structure. The firm caters to a diverse clientele including individuals with and without a high net worth, partnerships, trusts and corporations. ...