Barton Investment Management, LLC
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Overview
Barton Investment Management, LLC is a financial advisory company headquartered in Conshohocken, Pennsylvania. The firm oversees $567.8 million in assets under management over 299 customer accounts, making it one of the larger firms in the United States by assets under management (AUM). The company has a small group, including 3 financial advisors. Barton Investment Management, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and equities.
Barton Investment Management, LLC manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that transaction judgments are made by a portfolio manager without requiring the client's authorization. Barton Investment Management, LLC administers about $1.9 million for every client account. The average financial advisor at Barton Investment Management, LLC oversees around 100 client accounts.
The company's headquarters is located at One Tower Bridge, Conshohocken, Pennsylvania 19428. The company is legally registered to serve investors across a number of states, including Connecticut, Florida, New Hampshire, New York, North Carolina, Ohio, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Barton Investment Management, LLC by the Numbers
$567.8 million
6
299
$1.9 million
Fee Structure
Fees for financial advisory services largely depend on which services are provided. Fees charged by the firm can include the following fee types: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It caters to retail investors and high net worth investors. Out of its 299 accounts, Barton Investment Management, LLC's largest client is high net worth investors, although it also caters to 85 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 84.16%
- Other Individuals - 15.84%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Barton Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Barton Investment Management, LLC
Wilton, CT
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Key Largo, FL
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