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Bruce Richard Barton

PARKWORTH WEALTH MANAGEMENT, INC.·LOS GATOS, California
Unclaimed Profile
475 ALBERTO WAY, LOS GATOS, CA 95032CRD# 2175965Firm CRD# 133908
01

About

Bruce Richard Barton is a registered financial advisor based in LOS GATOS, California, affiliated with PARKWORTH WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARKWORTH WEALTH MANAGEMENT, INC.
PARKWORTH WEALTH MANAGEMENT, INC.
AUM
$152M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PARKWORTH WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2175965
Firm CRD# 133908
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Richard Barton offer?
Bruce Richard Barton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS GATOS, California for a consultation.
What are Bruce Richard Barton's credentials?
Bruce Richard Barton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Richard Barton located?
Bruce Richard Barton is based in LOS GATOS, California, working with PARKWORTH WEALTH MANAGEMENT, INC.. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.
How does Bruce Richard Barton charge for services?
Bruce Richard Barton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARKWORTH WEALTH MANAGEMENT, INC.?
PARKWORTH WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LOS GATOS
Richard Evan Baer — LEGACY CAPITAL GROUP CALIFORNIA, INC.Brent Charles Bunger — LEGACY CAPITAL GROUP CALIFORNIA, INC.Andrew Michael Baugh — LEGACY CAPITAL GROUP CALIFORNIA, INC.Kim Ann Lawson — LEGACY CAPITAL GROUP CALIFORNIA, INC.Gregory Reed Hardester — COMPREHENSIVE FINANCIAL MANAGEMENT LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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