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Janna Martinelli Forte

BARTON INVESTMENT MANAGEMENT, LLC·W. CONSHOHOCKEN, Pennsylvania
Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record12 years registeredBARTON INVESTMENT MANAGEMENT, LLC
ONE TOWER BRIDGE, W. CONSHOHOCKEN, PA 19428CRD# 2272576Firm CRD# 141084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Janna Martinelli Forte · W. CONSHOHOCKEN, PA
Registration
CRD #2272576 · BARTON INVESTMENT MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

BARTON INVESTMENT MANAGEMENT, LLC
Nov 2016 – present
HIRTLE, CALLAGHAN & CO., LLC
Aug 2014 – May 2016
WEST CONSHOHOCKEN, PA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 26
Series 63
Series 65
Registration record
First registered · August 13, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARTON INVESTMENT MANAGEMENT, LLC
CRD 141084 · SEC 801-66964
AUM
$846M
Regulatory assets under management
Employees
6
287 client accounts
Services offered by BARTON INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BARTON INVESTMENT MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Janna Martinelli Forte offer?
Janna Martinelli Forte specializes in Investment Management. Contact their office in W. CONSHOHOCKEN, Pennsylvania for a consultation.
What are Janna Martinelli Forte's credentials?
Janna Martinelli Forte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janna Martinelli Forte located?
Janna Martinelli Forte is based in W. CONSHOHOCKEN, Pennsylvania, working with BARTON INVESTMENT MANAGEMENT, LLC. Their office serves clients in the W. CONSHOHOCKEN metropolitan area and surrounding communities.
How does Janna Martinelli Forte charge for services?
Janna Martinelli Forte's firm is compensated through percentage of aum, other: portfolio monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARTON INVESTMENT MANAGEMENT, LLC?
BARTON INVESTMENT MANAGEMENT, LLC has approximately 6 employees and manages $846M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Henry Barton Riley
W. CONSHOHOCKEN, PA
John Barton Riley
W. CONSHOHOCKEN, PA

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