BARTON INVESTMENT MANAGEMENT, LLC

W. CONSHOHOCKEN, Pennsylvania·3 registered advisors·CRD# 141084
SEC# 801-669641610-226-4040
01

Firm Overview

AUM
$846M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Other: PORTFOLIO MONITORING FEES
03

Specialties

Investment Management
04

Advisors at BARTON INVESTMENT MANAGEMENT, LLC

3 registered advisors
Henry Barton Riley
W. CONSHOHOCKEN, Pennsylvania
Janna Martinelli Forte
W. CONSHOHOCKEN, Pennsylvania
John Barton Riley
W. CONSHOHOCKEN, Pennsylvania
05

Office Locations

W. CONSHOHOCKEN, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. BARTON INVESTMENT MANAGEMENT, LLC (CRD# 141084) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.