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David Philip Francis

Bartlett & Co. Wealth Management LLC

Cincinatti, OH

CRD 1890447

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Employer firm

Bartlett & Co. Wealth Management LLC CRD 292246

$10.3B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Bartlett & Co. Wealth Management Llc

600 Vine Street Suite 2100, Cincinnati, OH 45202-2466 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-04-30
  • OH RA
    APPROVED
    Since 2018-04-30

Branch Locations

600 Vine Street Suite 2100, Cincinatti, OH 45202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bartlett & Co. Llc Cincinatti OH 02/2012 04/2018
Bartlett & Co Wealth Management Cincinnati OH 04/2018 Present
  • 02/2012 → 04/2018
    Bartlett & Co. Llc
    Cincinatti, OH
  • 04/2018 → Present
    Bartlett & Co Wealth Management
    Cincinnati, OH
Previous Registrations
  • 2013-03-25 → 2018-04-12
    Bartlett & Co. Llc
    Cincinnati, OH

View on SEC IAPD

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Nearby Investors

Jonathan Finkler
Aaron Balch
ALIYA LINDSAY RIDDLE

Nearby Offices

BARTLETT & CO. WEALTH MANAGEMENT LLC · CINCINNATI, OH
TIMBER BAY PARTNERS, LLC · CINCINNATI, OH
1919 INVESTMENT COUNSEL, LLC · CINCINNATI, OH

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