Bartolf Wealth Advisors, Inc.

Bartolf Wealth Advisors, Inc. (CRD# 132300) is a financial advisory firm headquartered in , . They manage $59,025,000 in 65 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $908,077
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.

CO, FL, NY

Financial Advisors at Bartolf Wealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Douglas J. Bartolf
CRD#: 3066725
413 Fonseca Way, Palm Beach Gardens, FL 33410
68
Wealthminder
score

Douglas Bartolf (CRD# 3066725) is an Investment Advisor Representative working at Bartolf Wealth Advisors, Inc. in Palm Beach Gardens, FL and has over 17 years of experience in the finance industry.

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