Overview
Assets Under Management: $140 million
Headquarters: BEDFORD, NH
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Frequently Asked Questions
BARTLEY FINANCIAL 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 #124293), BARTLEY FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BARTLEY FINANCIAL ADVISORS, LLC is headquartered in BEDFORD, NH.
BARTLEY FINANCIAL ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated November 03, 2025. View client details ↓
According to their SEC Form ADV, BARTLEY FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BARTLEY FINANCIAL ADVISORS, LLC manages $140 million in client assets according to their SEC filing dated November 03, 2025.
According to their SEC Form ADV, BARTLEY FINANCIAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 597
Discretionary Accounts: 477
Non-Discretionary Accounts: 120
Regulatory Filings
CRD Number: 124293
Filing ID: 2022753
Last Filing Date: 2025-11-03 18:44:12
Website: 1