Barton Creek Advisors, LLC

Barton Creek Advisors, LLC (CRD# 130994) is a financial advisory firm headquartered in , . They manage $4,921,704 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.bartoncreekadvisors.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $129,519
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Barton Creek Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Betts, financial advisor Round Rock TX
Richard M. Betts
CRD#: 2425560
Round Rock, TX

Richard Betts (CRD# 2425560) is an Investment Advisor Representative working at Barton Creek Advisors, LLC in Round Rock, TX and has over 26 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.

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