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BARTON ADVISORY SERVICES, L.L.C.
CRD 137694
341 DOUCET ROAD, SUITE B, LAFAYETTE, LA, 70503, United States
Phone
337-278-2723
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$98.8M
Discretionary AUM
$98.8M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $87.0M |
| High net worth individuals | 22 | $11.7M |
All web addresses on file
Official SEC filing: View on IAPD