Overview
Assets Under Management: $215 million
Headquarters: PHOENIXVILLE, PA
High-Net-Worth Clients: 25
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.10
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 199
Discretionary Accounts: 199
Regulatory Filings
CRD Number: 144511
Last Filing Date: 2025-02-11 00:00:00
Website: https://barnstoneadvisors.com