Overview
Assets Under Management: $215 million
Headquarters: PHOENIXVILLE, PA
High-Net-Worth Clients: 25
Average Client Assets: $7 million
Frequently Asked Questions
BARNSTONE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144511), BARNSTONE ADVISORS LLC is subject to fiduciary duty under federal law.
BARNSTONE ADVISORS LLC is headquartered in PHOENIXVILLE, PA.
BARNSTONE ADVISORS LLC serves 25 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, BARNSTONE ADVISORS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BARNSTONE ADVISORS LLC manages $215 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, BARNSTONE ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
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