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).
Current Firm Details
By the Numbers
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Total Assets Under Management178MILLION
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Total Number of Accounts181ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, NH, PA
Financial Advisors at Barnstone Advisors LLC
1
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 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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