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Building 2BARNSTONE ADVISORS LLC

Map pinPHOENIXVILLE, PA
Phone610-917-2210
NotebookSEC #801-68172
Total AUM
$63.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
388 WEST POTHOUSE ROAD
SUITE A
PHOENIXVILLE
PA 19460
United States
Operating Hours
9-5
Monday - Friday
Phone
610-917-2210

ReceiptFinancials

Total AUM
$63.5M
Accounts
73
Discretionary
$63.5M
Accounts
73
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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

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