Bartell Financial Advisors, Inc.

Bartell Financial Advisors, Inc. (CRD# 157754) is a financial advisory firm headquartered in New Port Richey, FL. They manage $15,300,000 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $151,485
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL

Financial Advisors at Bartell Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen M. Bartell
CRD#: 2550075
3030 Starkey Blvd., Suite 165, New Port Richey, FL 34655
93
Wealthminder
score

Kathleen Bartell (CRD# 2550075) is an Investment Advisor Representative working at Bartell Financial Advisors, Inc. in New Port Richey, FL and has over 6 years of experience in the finance industry.

2
Steven R. Bartell
CRD#: 2377220
3030 Starkey Blvd., Suite 165, New Port Richey, FL 34655
93
Wealthminder
score

Steven Bartell (CRD# 2377220) is an Investment Advisor Representative working at Bartell Financial Advisors, Inc. in New Port Richey, FL and has over 17 years of experience in the finance industry.

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