Barton Financial Group LLC

Barton Financial Group LLC (CRD# 325215) is a financial advisory firm headquartered in Kyle, TX. They manage $12,986,054 in 96 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
107 S. Main Street Unit A, Kyle, TX 78640
https://www.bartonfinancialgroup.com/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $135,271
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Barton Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Zachary Barton, financial advisor Kyle TX
Zachary A. Barton
CRD#: 6225400
107 S. Main Street Unit A, Kyle, TX 78640

Zachary Barton (CRD# 6225400) is an Investment Advisor Representative working at Barton Financial Group LLC in Kyle, TX and has over 10 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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