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BARNSTONE ADVISORS LLC
CRD 144511 · SEC 801-112449
388 W. POTHOUSE ROAD, SUITE A, PHOENIXVILLE, PA, 19460, United States
Phone
610-917-2210
Fax
610-933-8144
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.1M
Discretionary AUM
$241.1M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $14.5M |
| High net worth individuals | 33 | $208.8M |
States served
DE, GA, PA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD