BARTON INVESTMENT MANAGEMENT, LLC

W. CONSHOHOCKEN, Pennsylvania·4 registered advisors·CRD# 141084
SEC# 801-669641610-226-4040
01

Firm Overview

AUM
$846M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
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

4 registered advisors
Henry Barton Riley
W. CONSHOHOCKEN, Pennsylvania
Janna Martinelli Forte
W. CONSHOHOCKEN, Pennsylvania
John Barton Riley
W. CONSHOHOCKEN, Pennsylvania
Mary Elizabeth Baker
W. CONSHOHOCKEN, Pennsylvania
05

Office Locations

W. CONSHOHOCKEN, Pennsylvania
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.