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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bartley Financial Advisors LLC
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|---|---|
| CRD # | 124293 |
| SEC # | 801-121433 |
| CIK # | |
| AUM | $140.0 M (2025-03-17) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 603-625-9900 |
| Address | 169 South River Road Bedford, NH 03110 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 31.0 |
| (b) Individuals (high net worth individuals) | 45 | 100.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.9 |
| (h) Charitable organizations | 0 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 597 | 140.0 |
| By Discretionary | ||
| Discretionary | 477 | 113.2 |
| Non-Discretionary | 120 | 26.8 |
| Total | 597 | 140.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.0 | |
| Total | 597 | 140.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pruneyard Financial Group Inc
✚
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CA | 0.1 |
|
First American Asset Advisory LLC
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NY | 0.1 |
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Dynamic Wealth Advisors
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AZ | 0.1 |
|
Summa Global Advisors LLC
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OR | 0.1 |
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CFC Planning Company LLC
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IN | 0.1 |
|
Sieben Wealth Planning LLC
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0.1 | |
|
Kensington Financial Advisors LLC
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|
NJ | 0.1 |
|
Greenway Wealth Advisors LLC
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|
NC | 0.1 |
|
Bright Investments LLC
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|
AL | 0.1 |
|
KC Asset Management Inc
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|
0.1 |