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Barnstone Advisors LLC

● SEC registered since 2018CRD 144511SEC# 801-112449Phoenixville, PA
Export (members)
Reg. AUM
$214.6M
Employees
4
Accounts
199
Location
Phoenixville, PA

Barnstone Advisors LLC assets under management

Barnstone Advisors LLC is a registered investment adviser overseen by the SEC based in Phoenixville, PA. The firm has been registered since 2018. It reports $214.6 million in regulatory assets under management and employs 4 people.

Barnstone Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric George EricksonMember/Director10-25%2023
James Brinton Detwiler ControlManaging Member/President/Chief Compliance Officer50-75%2007
Patricia Markell McHughMember/Senior Portfolio Manager10-25%2023

Frequently asked questions

How much does Barnstone Advisors LLC manage?

Barnstone Advisors LLC reports $214.6 million in regulatory assets under management on its Form ADV.

How many employees does Barnstone Advisors LLC have?

Barnstone Advisors LLC reports 4 employees.

Where is Barnstone Advisors LLC located?

Barnstone Advisors LLC is based in Phoenixville, PA and has been SEC-registered since 2018.

Does Barnstone Advisors LLC disclose fund performance?

Barnstone Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address388 W. Pothouse Road, Suite a, Phoenixville, PA 19460
Phone610-917-2210
Fax610-933-8144
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.6M
Non-discretionary$0
Total (RAUM)$214.6M