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Building 2BARTON INVESTMENT MANAGEMENT, LLC

Map pinW. CONSHOHOCKEN, PA
Phone610-226-4040
NotebookSEC #801-66964
Total AUM
$984.7M
Employees
7
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 980
W. CONSHOHOCKEN
PA 19428
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-226-4040
Other Offices
1

ReceiptFinancials

Total AUM
$984.7M
Accounts
263
Discretionary
$984.7M
Accounts
261
Non-Discretionary
$57.8K
Accounts
2

ContactClients

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Individual Clients
20
AUM
$9.1M
HNW Individual Clients
73
AUM
$967.6M
Other Clients
1
AUM
$8M
Description of Other Clients
FOUNDATION

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MONITORING
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PORTFOLIO MONITORING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNCNHNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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