Bartlett Wealth Management | Cincinnati

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Bartlett & Co. Wealth Management Review - 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 …

investor.com

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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, …

etfdailynews.com

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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 …

marketbeat.com

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Bartlett & CO. Wealth Management LLC Sells 28,630 Shares

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Jan 23, 2025 · Bartlett & CO. Wealth Management LLC lowered its stake in American Tower Co. (NYSE:AMT - Free Report) by 9.2% in the 4th quarter, according to the company in its most …

marketbeat.com

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Bartlett & CO. Wealth Management LLC Reduces Position In …

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Jan 24, 2025 · Bartlett & CO. Wealth Management LLC decreased its holdings in AbbVie Inc. (NYSE:ABBV - Free Report) by 1.4% in the 4th quarter, according to its most recent Form 13F …

marketbeat.com

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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 …

marketbeat.com

FAQs about Bartlett Wealth Management | Cincinnati Coupon?

What makes Bartlett a great investment management company?

Bartlett’s commitment to the community includes investment management solutions for institutions and nonprofits. Our team can help cut through the noise to deliver values-aligned services tailored to organizations’ specific needs. At Bartlett, we are proud to spend the time to develop meaningful relationships with our clients - and with each other. ...

How can Bartlett help with family wealth?

Family wealth is complex. Bartlett’s team of advisors can help by establishing a clear picture of overall wealth, developing a family charter, and creating a unified vision for today and for generations to come. We know it’s difficult to unravel the knot of personal and business assets. ...

What makes Bartlett a good fiduciary?

We spend time developing relationships with clients and employees alike to welcome all into the Bartlett family. As a fee-only fiduciary, we put the interests of our clients first. Our incentive is to serve each person as best we can, and this commitment has been recognized by local and national publications. ...

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. ...