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Janna Martinelli Forte

BARTON INVESTMENT MANAGEMENT, LLC·W. CONSHOHOCKEN, Pennsylvania
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ONE TOWER BRIDGE, W. CONSHOHOCKEN, PA 19428CRD# 2272576Firm CRD# 141084
01

About

Janna Martinelli Forte is a registered financial advisor based in W. CONSHOHOCKEN, Pennsylvania, affiliated with BARTON INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
BARTON INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
AUM
$846M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BARTON INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: PORTFOLIO MONITORING FEES
Regulatory
SEC/IARD CRD# 2272576
Firm CRD# 141084
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in W. CONSHOHOCKEN
Christopher Charles Geczy — FOREFRONT ANALYTICS, LLCPrakash Santhana — QL ANALYTICSJeffrey Jaffe — ADVANCED QUANTITATIVE CONSULTING, LLCStephen Richard Kitching — GKFO, LLCJohn Barton Riley — BARTON INVESTMENT MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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