BARTLETT, LAWRENCE E

Overview

Bartlett, Lawrence E operates as a sole proprietorship adviser registered to provide portfolio management and retirement-plan consulting. The firm’s public profile lists accounting as a primary business activity and indicates it serves institutional clients while also offering portfolio management for individuals and small businesses. Fee arrangements reported include asset-based fees, flat fees, and other billing methods. The firm does not identify as an active ESG investor and is not flagged as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives