1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BARTLEY FINANCIAL ADVISORS, LLC

Map pinBEDFORD, NH
Phone603-625-9900
NotebookSEC #801-121433
Total AUM
$151.6M
Employees
5
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
169 SOUTH RIVER ROAD
SUITE 17
BEDFORD
NH 03110
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
603-625-9900
Other Offices
1

ReceiptFinancials

Total AUM
$151.6M
Accounts
497
Discretionary
$126M
Accounts
374
Non-Discretionary
$25.6M
Accounts
123

ContactClients

View more in analytics →

Individual Clients
52
AUM
$32.9M
HNW Individual Clients
46
AUM
$109.1M
Pension/Profit Sharing Plan Clients
1
AUM
$6.7M
Charitable Organization Clients
1
AUM
$2.6M
Corporation or Business Clients
1
AUM
$266.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account