Barton Investment Management is an investment advisor in W. Conshohocken with $1.20 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
223932731
SEC advisor number
801-66964
FINRA CRD number
141084
AUM ?
$846.16 mm
(as of 9 Feb 24)
Accounts
287
(as of 9 Feb 24)
Employees
6
(3 investment advisory or research)
Address
Barton Investment Management
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 980
WEST CONSHOHOCKEN
PA 19428
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 980
WEST CONSHOHOCKEN
PA 19428
Phone
610-226-4040
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22