Barton Investment Management, LLC

RIASEC Registered

Total AUM

$985M

Discretionary

$985M

100% of AUM

Avg account

$3.7M

Accounts

263

Employees

7

Advisory reps

6

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

FINTRX

Overview

Barton Investment Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2006. The firm is owner-operated and serves primarily individual and family clients, offering portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing plus other fee arrangements. Barton reports a preference for equities and does not identify as an active ESG investor, a capital allocator, a pension consultant, or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities94%
Cash & Cash Equivalents6%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 8

Active vs passive

$10.4M in ETFs

Passive

100%

$10.4M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$3.8M	10,095	36.19%

Unlock additional holdings →

Primary office

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

Similar firms

Baldwin Investment Management, LLC

West Conshohocken, PA

AUM $1.3BTEAM 14REPS 6

Forefront Analytics, LLC

West Conshohocken, PA

AUM $679MTEAM 18REPS 5

Tower Bridge Advisors

West Conshohocken, PA

AUM $1.5BTEAM 14REPS 9

Rhino Investment Partners, Inc.

West Conshohocken, PA

AUM $566MTEAM 3REPS 3

Verdis Investment Management, LLC

West Conshohocken, PA

AUM $497MTEAM 11REPS 6

Permit Capital, LLC

West Conshohocken, PA

AUM $491MTEAM 6REPS 4

More RIAs in West Conshohocken →All Pennsylvania RIAs →