H. BARTON ASSET MANAGEMENT, LLC

135 Main Street
Suite 850
San Francisco, California 94105
Tel: 415-231-5172

About H. BARTON ASSET MANAGEMENT, LLC

H BARTON ASSET MANAGEMENT, LLC, formally registered with the SEC as H BARTON ASSET MANAGEMENT, LLC. The firm was established in 06/29/2015. They have over 1 offices throughout the country.

H. BARTON ASSET MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $1,280,903,006 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161955
SEC#	801-100358
Assets Managed by Firm	$1,280,903,006
No. of Clients	13
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$1,280,903,006

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