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Bartholomew & Company

EST. AUM
$5,500,000,000

CONTACTS
11

CLIENT ACCOUNTS
0

Firm Details

Metro area Boston
CRD Number 342680
Website bartandco.com
Client types

Overview

Bartholomew & Company is a full-service investment management and financial planning firm founded in 1994 and based in Worcester, Massachusetts. The firm serves individuals, families, business owners, and government and institutional clients, with a team of 34 investment adviser representatives and support staff collectively advising more than $5.5 billion in client assets. Services span investment management, retirement planning, tax planning, estate planning, insurance, education funding, and business planning. The firm also maintains a dedicated Government & Institutional Division and a retirement plan consulting practice for businesses.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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