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| Happy Holidays!! thanks for using AUM13F!! |
| Barnstone Advisors LLC
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| CRD # | 144511 |
| SEC # | 801-112449 |
| CIK # | |
| AUM | $214.6 M (2025-04-09) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-917-2210 |
| Address | 388 W Pothouse Road Phoenixville, PA 19460 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 16.5 |
| (b) Individuals (high net worth individuals) | 25 | 180.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 17.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 199 | 214.6 |
| By Discretionary | ||
| Discretionary | 199 | 214.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 199 | 214.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.6 | |
| Total | 199 | 214.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Higgins & Schmidt Wealth Strategies LLC
✚
|
CO | 0.2 |
|
Semus Wealth Partners LLC
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|
FL | 0.2 |
|
Dorian Eason Asset Management LLC
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|
TN | 0.2 |
|
Lynx Advisory Partners LLC
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|
FL | 0.2 |
|
Main Street Investment Advisors LLC
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|
IL | 0.2 |
|
Processus Wealth & Capital Management LLC
✚
|
0.2 | |
|
Spring Capital Management LLC
✚
|
TX | 0.2 |
|
Lewis Asset Management LLC
✚
|
CA | 0.2 |
|
Financial Guidance Group Inc
✚
|
0.2 | |
|
POM Investment Strategies LLC
✚
|
NC | 0.2 |