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Barton Investment Management, LLC CRD 141084
$985M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-05 |
Branch Locations
One Tower Bridge 100 Front Street, Suite 980, W. Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | Conshohocken | PA | 05/2008 | 02/2020 |
| Barton Investment Management, Llc | W. Conshohocken | PA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-04 |
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