Barton Investment Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 141084
- SEC number
- 801-66964
- Firm type
- RIA
- Assets under management
- $984.7M as of Feb 2, 2026
- Website
- www.bartonim.com ↗
- Phone
- 610-226-4040
- Address
- One Tower Bridge, W. Conshohocken, PA, 19428
Advisors at this firm
6 in our index · page 1 of 1
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Janna Martinelli ForteCRD 2272576 · West Conshohocken, PAIA Registered
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Michael Donald JonesCRD 2669489 · W. Conshohocken, PAIA Registered
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Henry Barton RileyCRD 7175836 · W. Conshohocken, PAIA Registered
-
John Barton RileyCRD 376746 · W. Conshohocken, PAIA Registered
-
Peter Connable ShouvlinCRD 2368884 · Wilton, CTIA RegisteredRegistration inactive
-
James Mccall TatlowCRD 1351152 · W. Conshohocken, PAIA RegisteredRegistration inactive
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 141084 ↗
FINRA BrokerCheck record for firm CRD 141084 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.