Best Investors Account Sign in
Inactive

Damir Strmel

Barrett Capital Management,LLC

Richmond, VA

CRD 5570963

Claim This Profile
Employer firm

Barrett Capital Management,LLC CRD 117272

$48.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Barrett Capital Management,Llc

812 Moorefield Park Drive Suite 112, Richmond, VA 23236 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-02-21
VA RA APPROVED 2009-03-09
  • FL RA
    APPROVED
    Since 2020-02-21
  • VA RA
    APPROVED
    Since 2009-03-09

Branch Locations

812 Moorefield Park Drive Suite 112, Richmond, VA 23236 • 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
Barrett Capital Management, Llc Midlothian VA 07/2008 01/2017
Barrett Capital Management, Llc Midlothian VA 01/2017 Present
  • 07/2008 → 01/2017
    Barrett Capital Management, Llc
    Midlothian, VA
  • 01/2017 → Present
    Barrett Capital Management, Llc
    Midlothian, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-06
  • S65 Uniform Investment Adviser Law Examination
    2009-03-06

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Richmond, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor