Be advised. This firm is no longer registered.

Bartell Financial Advisors, Inc.

Bartell Financial Advisors, Inc. (CRD# 157754) is a financial advisory firm headquartered in New Port Richey, FL. They manage $14,569,781 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3030 Starkey Blvd., Suite 165, New Port Richey, FL 34655
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $184,428
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Bartell Financial Advisors, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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