Barnstone Advisors LLC

Barnstone Advisors LLC (CRD# 144511) is a financial advisory firm headquartered in Phoenixville, PA. They manage $178,000,000 in 181 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $983,425
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NH, PA

Financial Advisors at Barnstone Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
James B. Detwiler
CRD#: 5374270
388 W. Pothouse Road, Phoenixville, PA 19460

James Detwiler (CRD# 5374270) is an Investment Advisor Representative working at Barnstone Advisors LLC in Phoenixville, PA and has over 16 years of experience in the finance industry.

2
Patricia M. McHugh
CRD#: 2879543
388 W. Pothouse Road, Suite A, Phoenixville, PA 19460

Patricia McHugh (CRD# 2879543) is an Investment Advisor Representative working at Barnstone Advisors LLC in Phoenixville, PA and has over 21 years of experience in the finance industry.

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