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BARTLEY FINANCIAL ADVISORS, LLC
BARTLEY FINANCIAL ADVISORS, LLC
BEDFORD, New Hampshire
·
4 registered advisors
·
CRD# 124293
SEC# 801-121433
2
603-625-9900
01
Firm Overview
AUM
$128M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BARTLEY FINANCIAL ADVISORS, LLC
4 registered advisors
Kaitlyn Marie Bartley
BEDFORD, New Hampshire
CRD# 7243270
Keirra Shae Bartley
BEDFORD, New Hampshire
CRD# 7714430
Robert Charles Bartley
BEDFORD, New Hampshire
CRD# 3070452
Shane Robert Bartley
BEDFORD, New Hampshire
CRD# 7714429
05
Office Locations
BEDFORD, New Hampshire
4 advisors
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Data sourced from SEC Form ADV filings. BARTLEY FINANCIAL ADVISORS, LLC (CRD# 124293) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.