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Thomas Barrett & Assoc. P.C. (Denver)


Thomas Barrett & Assoc. P.C. is a large advisory firm based in Denver. It manages $65 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Thomas Barrett & Assoc. P.C provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Thomas Barrett & Assoc. P.C: assets under management

The assets under management (AUM) of Thomas Barrett & Assoc. P.C. is $65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thomas Barrett & Assoc. P.C. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Thomas Barrett & Assoc. P.C. performs its advisory services is located at 11 Polo Club Dr, Denver, CO 80209 The mailing address of the firm is 1600 Broadway Suite 930, Denver, CO 80202. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-861-1978 or by fax 303-698-9143. The normal business hours are 9 to 4 on Monday - Friday.


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