BARTON INVESTMENT MANAGEMENT, LLC

One Tower Bridge
100 Front Street, Suite 980
W. Conshohocken, Pennsylvania 19428
Tel: 610-226-4040

About BARTON INVESTMENT MANAGEMENT, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Other (PORTFOLIO MONITORING FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (PORTFOLIO MONITORING)

Firm Client Information

	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

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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