Overview
Assets Under Management: $1.0 billion
Headquarters: W. CONSHOHOCKEN, PA
High-Net-Worth Clients: 71
Average Client Assets: $13 million
Frequently Asked Questions
BARTON INVESTMENT MANAGEMENT, 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 #141084), BARTON INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BARTON INVESTMENT MANAGEMENT, LLC is headquartered in W. CONSHOHOCKEN, PA.
BARTON INVESTMENT MANAGEMENT, LLC serves 71 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, BARTON INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
BARTON INVESTMENT MANAGEMENT, LLC manages $1.0 billion in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, BARTON INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.63
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 273
Discretionary Accounts: 273
Regulatory Filings
CRD Number: 141084
Last Filing Date: 2025-02-12 00:00:00
Website: https://bartonim.com