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James Brinton Detwiler

BARNSTONE ADVISORS LLC·PHOENIXVILLE, Pennsylvania
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388 W. POTHOUSE ROAD, PHOENIXVILLE, PA 19460CRD# 5374270Firm CRD# 144511
01

About

James Brinton Detwiler is a registered financial advisor based in PHOENIXVILLE, Pennsylvania, affiliated with BARNSTONE ADVISORS LLC. 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
BARNSTONE ADVISORS LLC
BARNSTONE ADVISORS LLC
AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5374270
Firm CRD# 144511
No disclosures on file
View on FINRA BrokerCheck →

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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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