Barton Advisory Services, LLC

Barton Advisory Services, LLC (CRD# 137694) is a financial advisory firm headquartered in Lafayette, LA. They manage $57,533,912 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
341 Doucet Road, Suite B, Lafayette, LA 70503
http://www.bartonadvisoryservices.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $558,582
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Barton Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Hab Barton, financial advisor Lafayette LA
Hab M. Barton
CRD#: 6392474
1005 E. St. Mary Blvd., Suite 217, Lafayette, LA 70503

Hab Barton (CRD# 6392474) is an Investment Advisor Representative working at Barton Advisory Services, LLC in Lafayette, LA and has over 8 years of experience in the finance industry.

2
Harry Barton, financial advisor Lafayette LA
Harry V. Barton
CRD#: 5049051
341 Doucet Road, Suite B, Lafayette, LA 70503

Harry Barton (CRD# 5049051) is an Investment Advisor Representative working at Barton Advisory Services, LLC in Lafayette, LA and has over 15 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals