Barton Advisory Services, LLC
Barton Advisory Services, LLC (CRD# 137694) is a financial advisory firm headquartered in Lafayette, LA. They manage $57,533,912 in 103 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management58MILLION
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Total Number of Accounts103ACCOUNTS
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Average Account Value$558,582
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Barton Advisory Services, LLC
1
Hab Barton (CRD# 6392474) is an Investment Advisor Representative working at Barton Advisory Services, LLC in Lafayette, LA and has over 8 years of experience in the finance industry.
2
Harry Barton (CRD# 5049051) is an Investment Advisor Representative working at Barton Advisory Services, LLC in Lafayette, LA and has over 15 years of experience in the finance industry.
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