Bartee Capital Management, LLC

Bartee Capital Management, LLC (CRD# 284466) is a financial advisory firm headquartered in , . They manage $3,021,656 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $143,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bartee Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric Bartee, financial advisor Montgomery TX
Eric P. Bartee
CRD#: 5912117
Montgomery, TX

Eric Bartee (CRD# 5912117) is an Investment Advisor Representative working at Bartee Capital Management, LLC in Montgomery, TX and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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