Bartley Financial Advisors, LLC

RIASEC RegisteredEst. 2021

Total AUM

$152M

Discretionary

$126M

83% of AUM

Avg account

$305K

Accounts

497

Employees

Advisory reps

Firm details

Headquarters: Bedford, New Hampshire
CRD number: 124293
Registered since: June 7, 2021
Website: bartleyfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.96%
Individuals21.73%
Pension & Profit Sharing Plans4.44%
Charitable Organizations1.69%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bartley Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves primarily individual and family clients and positions itself as a capital allocator that can incorporate outside managers. Its service menu includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and the selection of other advisers. Billing is flexible, combining AUM-based fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor.