Barnett Investments Inc is an adviser based in Bartlesville. It manages $79.7 million of regulatory assets for 177 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Oklahoma and Texas.
Barnett Investments provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Barnett Investments Inc is $79.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Barnett Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gerald Roger Barnett has been acting as President since 1 Mar 1988. Glenn Bonner joined the executive team most recently as the Vice President.
The principal office where Barnett Investments Inc performs its advisory services is located at 401 S Dewey Ste 204, Bartlesville, OK 74003, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 918-337-0299 or by fax 918-338-8096. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday.