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Mary Elizabeth Baker

BARTON INVESTMENT MANAGEMENT, LLC·W. CONSHOHOCKEN, Pennsylvania
Clean recordBARTON INVESTMENT MANAGEMENT, LLC
ONE TOWER BRIDGE, W. CONSHOHOCKEN, PA 19428CRD# 6462634Firm CRD# 141084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Elizabeth Baker · W. CONSHOHOCKEN, PA
Registration
CRD #6462634 · BARTON INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Elizabeth Baker 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
Introduction

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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# 6462634
Firm CRD# 141084
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Elizabeth Baker offer?
Mary Elizabeth Baker specializes in Investment Management. Contact their office in W. CONSHOHOCKEN, Pennsylvania for a consultation.
What are Mary Elizabeth Baker's credentials?
Mary Elizabeth Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Elizabeth Baker located?
Mary Elizabeth Baker 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 Mary Elizabeth Baker charge for services?
Mary Elizabeth Baker'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 at BARTON INVESTMENT MANAGEMENT, LLC

Henry Barton Riley
W. CONSHOHOCKEN, PA
Janna Martinelli Forte
W. CONSHOHOCKEN, PA
John Barton Riley
W. CONSHOHOCKEN, PA

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Nearby cities in Pennsylvania
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Research
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