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Barton Investment Management, Llc
W. Conshohocken, Pennsylvania
Barton Investment Management, LLC, a small investment advisory firm headquartered in W. Conshohocken, PA, serves a select group of discerning clients seeking personalized financial solutions. With over 20 individual clients and more than $567,791,000 in assets under management, Barton Investment Management is committed to delivering exceptional service and tailored investment strategies.
Led by a team of experienced professionals, Barton Investment Management ensures that all assets under their management receive the highest level of attention and expertise. The firm operates two offices, strategically located to provide convenie...see more
Assets Under Mgmt
$567.79M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Other
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Other: PORTFOLIO MONITORING
Reviews for Barton Investment Management, Llc
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