Overview
Assets Under Management: $1.0 billion
Headquarters: W. CONSHOHOCKEN, PA
High-Net-Worth Clients: 71
Average Client Assets: $13 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.63
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 273
Discretionary Accounts: 273
Regulatory Filings
CRD Number: 141084
Last Filing Date: 2025-02-12 00:00:00
Website: HTTP://WWW.BARTONIM.COM/