BARTLEY FINANCIAL ADVISORS, LLC

169 South River Road
Suite 17
Bedford, New Hampshire 03110
Tel: 603-625-9900

About BARTLEY FINANCIAL ADVISORS, LLC

BARTLEY FINANCIAL ADVISORS, LLC, formally registered with the SEC as BARTLEY FINANCIAL ADVISORS, LLC. The firm was established in 06/07/2021. They have over 3 offices throughout the country.

BARTLEY FINANCIAL ADVISORS, LLC is a Bedford, New Hampshire based Financial Planning firm with nearly $128,487,946 assets under management, offering retirement planning & investment advisory services to 509 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124293
SEC#	801-121433
Assets Managed by Firm	$128,487,946
No. of Clients	509
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	509	$128,487,946
Individuals (other than high net worth individuals)	50	$27,255,541
High net worth individuals	45	$93,417,525
Pension and profit sharing plans	Fewer than 5 clients	$5,459,680
Charitable organizations	Fewer than 5 clients	$2,355,200

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PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801	$3,108,813,749	1858	45

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