Barton Financial Group LLC
Barton Financial Group LLC (CRD# 325215) is a financial advisory firm headquartered in Kyle, TX. They manage $12,986,054 in 96 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts96ACCOUNTS
-
Average Account Value$135,271
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Barton Financial Group LLC
1
Zachary Barton (CRD# 6225400) is an Investment Advisor Representative working at Barton Financial Group LLC in Kyle, TX and has over 10 years of experience in the finance industry.
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