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BARTON INVESTMENT MANAGEMENT, LLC
CRD 141084 · SEC 801-66964
ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 980, W. CONSHOHOCKEN, PA, 19428, United States
Phone
610-226-4040
Fax
610-226-4041
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$984.7M
Discretionary AUM
$984.7M
Team
7 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; PORTFOLIO MONITORING FEES
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Portfolio management (individuals)PORTFOLIO MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $9.1M |
| High net worth individuals | 73 | $967.6M |
States served
CA, NY, NC, OH, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD