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H. Barton Asset Management, LLC

Headquartered in SAN FRANCISCO, CA

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Firm Information

H. Barton Asset Management, LLC is an investment advisor registered with the SEC. The firm is located in San Francisco, CA and primarily manages portfolios for pooled investment vehicles. The firm has approximately $1.28 billion in regulatory assets under management.

H. Barton Asset Management, LLC

135 MAIN STREET

SAN FRANCISCO, CA 94105

$1.28B

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Disclosures

There are no public disclosures for H. Barton Asset Management, LLC.

Frequently Asked Questions (8)

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