Barton Investment Management, LLC
Firm details
- Headquarters
- West Conshohocken, Pennsylvania
- CRD number
- 141084
- Registered since
- June 29, 2006
- Website
- bartonim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI98.27%
- Individuals0.92%
- Other0.81%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Barton Investment Management, LLC is an independent, SEC-registered RIA founded in 2006 and organized as an LLC under individual ownership. The firm focuses on portfolio management for individual and family clients, including small-business accounts, and charges fees based on a percentage of assets under management plus other fee arrangements. Barton is equity-oriented by preference and does not identify as an active ESG investor or a capital allocator. It operates as a single adviser entity rather than a multi-state or related-adviser structure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
3 of 6
Henry Riley
Partner and Co-FounderCRD 7175836
Peter Shouvlin
Portfolio ManagerCRD 2368884
Michael Jones
Portfolio ManagerCRD 2669489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$9.2M in ETFs
100%
$9.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $3.9M | 10,617 | 42.91% |
Location
West Conshohocken, PA
Montgomery
Location
West Conshohocken, PA
Headquartered in West Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 100 Front St
- Time zone
- ET (UTC-5)
- Office locations
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