Barnett Investments Inc (Bartlesville)

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.

Barnett Investments: assets under management

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 firm manages $79.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450.28 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Barnett Investments Inc

Gerald Roger Barnett has been acting as President since 1 Mar 1988. Glenn Bonner joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Roger Barnett	President	1 Mar 1988	75% - 100%	1808997
Glenn Bonner	Vice president	1 Apr 1997	Other	2877821
Glenn Franklin Bonner	Board member	1 Apr 1997	Other	2877821

Based in Bartlesville

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.