One Tower Bridge
100 Front Street, Suite 980
W. Conshohocken, Pennsylvania 19428
Tel: 610-226-4040
BARTON INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as BARTON INVESTMENT MANAGEMENT, LLC. The firm was established in 06/29/2006. They have over 2 offices throughout the country.
BARTON INVESTMENT MANAGEMENT, LLC is a W. Conshohocken, Pennsylvania based Financial Planning firm with nearly $1,000,880,229 assets under management, offering retirement planning & investment advisory services to 273 clients. The firm is staffed with 7 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141084 |
| SEC# | 801-66964 |
| Assets Managed by Firm | $1,000,880,229 |
| No. of Clients | 273 |
| No. of Advisors | 7 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 273 | $1,000,880,229 |
| Individuals (other than high net worth individuals) | 25 | $13,416,521 |
| High net worth individuals | 71 | $937,165,823 |
| Charitable organizations | Fewer than 5 clients | $50,297,885 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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