Unclaimed Profile

Jon Miles Bartner

GOTHAM GREEN PARTNERS, LLC·SANTA MONICA, California

Clean recordGOTHAM GREEN PARTNERS, LLC

1437 4TH ST, SANTA MONICA, CA 90401CRD# 4728312Firm CRD# 288771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Miles Bartner · SANTA MONICA, CA

Registration

CRD #4728312 · GOTHAM GREEN PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jon Miles Bartner is a registered financial advisor based in SANTA MONICA, California, affiliated with GOTHAM GREEN PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GOTHAM GREEN PARTNERS, LLC

AUM

$445M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GOTHAM GREEN PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4728312

Firm CRD# 288771

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jon Miles Bartner offer?

Jon Miles Bartner specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.

What are Jon Miles Bartner's credentials?

Jon Miles Bartner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Miles Bartner located?

Jon Miles Bartner is based in SANTA MONICA, California, working with GOTHAM GREEN PARTNERS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Jon Miles Bartner charge for services?

Jon Miles Bartner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOTHAM GREEN PARTNERS, LLC?

GOTHAM GREEN PARTNERS, LLC has approximately 11 employees and manages $445M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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