| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert C. Bartley Trust Control | Member | Over 75% | 2018 |
| Robert Charles Bartley Control | Managing Member And Chief Compliance Officer | Over 75% | 2000 |
| Srkmks Investment, LLC | Member | 10-25% | 2022 |
Bartley Financial Advisors, LLC reports $140 million in regulatory assets under management on its Form ADV.
Bartley Financial Advisors, LLC reports 3 employees.
Bartley Financial Advisors, LLC is based in Bedford, NH and has been SEC-registered since 2021.
Bartley Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 169 South River Road, Suite 17, Bedford, NH 03110 |
| Phone | 603-625-9900 |
| Fax | 603-625-9908 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $113.2M |
| Non-discretionary | $26.8M |
| Total (RAUM) | $140M |