Patricia
Mchugh

Barnstone Advisors LLC

CRD#2879543
Investment Advisor
in Phoenixville, PA

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About this Advisor

Patricia Mchugh is a certified financial planner operating out of Phoenixville, Pennsylvania with 2 years of relevant experience. Mchugh is on the advisory team at Barnstone Advisors LLC. Over the course of their career, Mchugh has held roles at Barnstone Advisors LLC, Hotaling Investment Management, LLC, Pennsylvania Trust Company and Dt Investment Partners. Mchugh maintains Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Barnstone Advisors LLC is a company based in Phoenixville, PA. The company has just three financial advisors. It oversees $150 million in total assets among its 162 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 162 customer accounts, 33% belong to high-net-worth clients who have greater than $1 million in investable assets. Barnstone Advisors LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees largely depend on which services are offered. Fees charged by Barnstone Advisors LLC may include asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

388 West Pothouse Road Suite A
Phoenixville, PA 19460

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Barnstone Advisors LLC Brokerage Details

Total Assets Under Management

$149,810,436

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

162

PA Average: 3,342
Average Account Size

$924,756

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Patricia Mchugh Work History

Patricia has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Barnstone Advisors LLC

2015 - 2021 (6 years)

Hotaling Investment Management, LLC

2014 - 2015 (1 year)

Dt Investment Partners

2011 - 2014 (3 years)

Pennsylvania Trust Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patricia Mchugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Barnstone Advisors LLC

Patricia Mchugh
Phoenixville, PA
James Detwiler
Phoenixville, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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