Barnstone Advisors LLC
Barnstone Advisors LLC (CRD# 144511) is a financial advisory firm headquartered in Phoenixville, PA. They manage $85,635,466 in 118 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management86MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$725,724
- A percentage of assets under your management
- Hourly charges
- 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)
James Detwiler (CRD# 5374270) is an Investment Advisor Representative working at Barnstone Advisors LLC in Phoenixville, PA and has over 9 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.