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BARNSTONE ADVISORS LLC
BARNSTONE ADVISORS LLC
PHOENIXVILLE, Pennsylvania
·
3 registered advisors
·
CRD# 144511
SEC# 801-112449
1
610-917-2210
01
Firm Overview
AUM
$178M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BARNSTONE ADVISORS LLC
3 registered advisors
Eric George Erickson
PHOENIXVILLE, Pennsylvania
CRD# 4085094
James Brinton Detwiler
PHOENIXVILLE, Pennsylvania
CRD# 5374270
Patricia Markell Mchugh
PHOENIXVILLE, Pennsylvania
CRD# 2879543
05
Office Locations
PHOENIXVILLE, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. BARNSTONE ADVISORS LLC (CRD# 144511) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.