Barnstone Advisors LLC

Barnstone Advisors LLC (CRD# 144511) is a financial advisory firm headquartered in Phoenixville, PA. They manage $109,841,184 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
388 West Pothouse Road, Suite A, Phoenixville, PA 19460
http://www.barnstoneadvisors.com
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $915,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Barnstone Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Detwiler, financial advisor Phoenixville PA
James B. Detwiler
CRD#: 5374270
388 W. Pothouse Road, Phoenixville, PA 19460
96
Wealthminder
score

James Detwiler (CRD# 5374270) is an Investment Advisor Representative working at Barnstone Advisors LLC in Phoenixville, PA and has over 10 years of experience in the finance industry. James Detwiler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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