Barton Investment Management, LLC

Barton Investment Management, LLC (CRD# 141084) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $846,162,934 in 287 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
One Tower Bridge, 100 Front Street, Suite 980, West Conshohocken, PA 19428
http://www.bartonim.com/
By the Numbers
  • Total Assets Under Management
    846
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $2,948,303
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NC, NH, NY, OH, PA, TX

Financial Advisors at Barton Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Janna Forte, financial advisor West Conshohocken PA
Janna M. Forte
CRD#: 2272576
One Tower Bridge, 100 Front Street, Suite 980, West Conshohocken, PA 19428

Janna Forte (CRD# 2272576) is an Investment Advisor Representative working at Barton Investment Management, LLC in West Conshohocken, PA and has over 27 years of experience in the finance industry.

2
Peter Shouvlin, financial advisor Wilton CT
Peter C. Shouvlin
CRD#: 2368884
Wilton, CT

Peter Shouvlin (CRD# 2368884) is an Investment Advisor Representative working at Barton Investment Management, LLC in Wilton, CT and has over 11 years of experience in the finance industry.

3
James Tatlow, financial advisor West Conshohocken PA
James M. Tatlow
CRD#: 1351152
One Tower Bridge, 100 Front Street, Suite 980, West Conshohocken, PA 19428

James Tatlow (CRD# 1351152) is an Investment Advisor Representative working at Barton Investment Management, LLC in West Conshohocken, PA and has over 39 years of experience in the finance industry.

4
Henry Riley, financial advisor West Conshohocken PA
Henry B. Riley
CRD#: 7175836
One Tower Bridge, 100 Front Street, Suite 980, West Conshohocken, PA 19428

Henry Riley (CRD# 7175836) is an Investment Advisor Representative working at Barton Investment Management, LLC in West Conshohocken, PA and has over 14 years of experience in the finance industry.

5
John Riley, financial advisor Key Largo FL
John B. Riley
CRD#: 376746
Key Largo, FL

John Riley (CRD# 376746) is an Investment Advisor Representative working at Barton Investment Management, LLC in Key Largo, FL and has over 41 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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