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James Brinton Detwiler

BARNSTONE ADVISORS LLC·PHOENIXVILLE, Pennsylvania
Series 65Clean record18 years registeredBARNSTONE ADVISORS LLC
388 W. POTHOUSE ROAD, PHOENIXVILLE, PA 19460CRD# 5374270Firm CRD# 144511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Brinton Detwiler · PHOENIXVILLE, PA
Registration
CRD #5374270 · BARNSTONE ADVISORS LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

BARNSTONE ADVISORS LLC
Sep 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 17, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARNSTONE ADVISORS LLC
CRD 144511 · SEC 801-112449
AUM
$178M
Regulatory assets under management
Employees
3
181 client accounts
Services offered by BARNSTONE ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BARNSTONE ADVISORS LLC →
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05

Frequently Asked Questions

What services does James Brinton Detwiler offer?
James Brinton Detwiler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIXVILLE, Pennsylvania for a consultation.
What are James Brinton Detwiler's credentials?
James Brinton Detwiler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Brinton Detwiler located?
James Brinton Detwiler is based in PHOENIXVILLE, Pennsylvania, working with BARNSTONE ADVISORS LLC. Their office serves clients in the PHOENIXVILLE metropolitan area and surrounding communities.
How does James Brinton Detwiler charge for services?
James Brinton Detwiler's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARNSTONE ADVISORS LLC?
BARNSTONE ADVISORS LLC has approximately 3 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BARNSTONE ADVISORS LLC

Eric George Erickson
PHOENIXVILLE, PA
Patricia Markell Mchugh
PHOENIXVILLE, PA

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