BD
BD

Barret Dowling

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
3,317 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$15.0B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Location

445 Bush Street, 6th Floor, San Francisco, CA, 94108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Brighton Jones LLC
May 2022 - Present · 3 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.