Bartley Financial Advisors, LLC
Bartley Financial Advisors, LLC is an SEC-registered ria in Bedford, NH with $151.6M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Bartley Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124293, SEC 801-121433, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $151.6M (2026-03-19)
- Firm type
- Ria
- Location
- Bedford, NH
- Employees
- 5
- Clients
- 98
- CRD
- 124293
- Ownership
- BARTLEY, KAITLYN, MARIE; BARTLEY, ROBERT, CHARLES; ROBERT C. BARTLEY TRUST; SRKMKS INVESTMENT, LLC; BARTLEY, SHANE, ROBERT
How much AUM does Bartley Financial Advisors, LLC have?
Bartley Financial Advisors, LLC reported $151.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Bartley Financial Advisors, LLC?
Disclosed owners and executives of Bartley Financial Advisors, LLC include BARTLEY, KAITLYN, MARIE, BARTLEY, ROBERT, CHARLES, ROBERT C. BARTLEY TRUST, SRKMKS INVESTMENT, LLC, BARTLEY, SHANE, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.