Barton Advisory Services, LLC

Barton Advisory Services, LLC (CRD# 137694) is a financial advisory firm headquartered in Lafayette, LA. They manage $13,169,536 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $470,341
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

LA, TX

Financial Advisors at Barton Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Harry V. Barton
CRD#: 5049051
1005 E. St. Mary Blvd, Suite 217, Lafayette, LA 70503
93
Wealthminder
score

Harry Barton (CRD# 5049051) 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
Hab M. Barton
CRD#: 6392474
1005 E. St. Mary Blvd., Suite 217, Lafayette, LA 70503
87
Wealthminder
score

Hab Barton (CRD# 6392474) is an Investment Advisor Representative working at Barton Advisory Services, LLC in Lafayette, LA and has 1 year of experience in the finance industry.

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