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Henry Barton Riley

Barton Investment Management, LLC

W. Conshohocken, PA

CRD 7175836

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Employer firm

Barton Investment Management, LLC CRD 141084

$985M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • PORTFOLIO MONITORING

From the firm’s Form ADV. Read the guides:

Current Employers
Barton Investment Management, Llc

One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-10-19
TX RA APPROVED 2020-10-19
  • PA RA
    APPROVED
    Since 2020-10-19
  • TX RA
    APPROVED
    Since 2020-10-19

Branch Locations

One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barton Investment Management, Llc West Conshohocken PA 06/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-03
  • S65 Uniform Investment Adviser Law Examination
    2009-09-03
Designations
  • Chartered Financial Analyst
Other Names
  • H. Barton Riley
  • Bart Riley

View on SEC IAPD

Nearby Firms

VERDIS INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC
MATTERHORN CAPITAL ADVISORS, LLC

Nearby Investors

JANNA MARTINELLI FORTE
MICHAEL DONALD JONES
JAMES MCCALL TATLOW

Nearby Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA

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