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).
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Total Assets Under Management846MILLION
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Total Number of Accounts287ACCOUNTS
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Average Account Value$2,948,303
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Other
CT, FL, NC, NH, NY, OH, PA, TX
Janna Forte (CRD# 2272576) is an Investment Advisor Representative working at Barton Investment Management, LLC in West Conshohocken, PA and has over 28 years of experience in the finance industry.
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.
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.
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.
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.