Barton Investment Management, LLC

Barton Investment Management, LLC (CRD# 141084) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $490,590,269 in 226 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    491
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $2,170,753
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

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

Financial Advisors at Barton Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Janna M. Forte
CRD#: 2272576
One Tower Bridge, 100 Front Street, Suite 980, West Conshohocken, PA 19428
93
Wealthminder
score

Janna Forte (CRD# 2272576) is an Investment Advisor Representative working at Barton Investment Management, LLC in West Conshohocken, PA and has over 22 years of experience in the finance industry.

2
Peter C. Shouvlin
CRD#: 2368884
One Tower Bridge, 100 Front Street, Suite 980, West Conshohocken, PA 19428
93
Wealthminder
score

Peter Shouvlin (CRD# 2368884) is an Investment Advisor Representative working at Barton Investment Management, LLC in West Conshohocken, PA and has over 5 years of experience in the finance industry.

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