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Home > Retirement Planners > pennsylvania > phoenixville > BARNSTONE ADVISORS LLC
BARNSTONE ADVISORS LLC
388 W. Pothouse Road
Suite A
Phoenixville, Pennsylvania 19460
Tel: 610-917-2210
About BARNSTONE ADVISORS LLC
BARNSTONE ADVISORS LLC, formally registered with the SEC as BARNSTONE ADVISORS LLC. The firm was established in 02/15/2018. They have over 2 offices throughout the country.
BARNSTONE ADVISORS LLC is a Phoenixville, Pennsylvania based Financial Planning firm with nearly $214,617,259 assets under management, offering retirement planning & investment advisory services to 199 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144511 |
| SEC# | 801-112449 |
| Assets Managed by Firm | $214,617,259 |
| No. of Clients | 199 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 199 | $214,617,259 |
| Individuals (other than high net worth individuals) | 54 | $16,495,881 |
| High net worth individuals | 25 | $180,483,870 |
| Charitable organizations | Fewer than 5 clients | $17,637,508 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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