BARNSTONE ADVISORS LLC
CRD #144511 SEC #801-112449 PHOENIXVILLE, PA 610-917-2210
SEC Registered
Total AUM
$214.6M
Discretionary
$214.6M
Employees
4
Clients
51
Accounts
199
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $214.6M | $214.6M | $0 | 4 | 0 |
| Feb 2025 | $214.6M | $214.6M | $0 | 4 | 0 |
| Mar 2024 | $178M | $178M | $0 | 3 | 0 |
| Feb 2023 | $149.8M | $149.8M | $0 | 3 | 0 |
| Feb 2022 | $164.2M | $164.2M | $0 | 3 | 0 |
| May 2021 | $168.4M | $168.4M | $0 | 2 | 1 |
| Jan 2021 | $168.4M | $168.4M | $0 | 2 | 1 |
| Jun 2020 | $129.3M | $129.3M | $0 | 3 | 1 |
| Mar 2020 | $129.3M | $129.3M | $0 | 3 | 1 |
| Feb 2019 | $105.6M | $105.6M | $0 | 3 | 2 |
| Apr 2018 | $109.8M | $109.8M | $0 | 3 | 1 |
| Jan 2018 | $109.8M | $109.8M | $0 | 3 | 1 |
| May 2012 | $63.5M | $63.5M | $0 | 1 | 26 |
| May 2012 | $63.5M | $63.5M | $0 | 1 | 26 |
| May 2012 | $63.5M | $63.5M | $0 | 1 | 26 |
| Mar 2012 | $56.5M | $56.5M | $0 | 1 | 26 |
| Mar 2011 | $53.8M | $51.1M | $2.7M | 5 | -- |
| Aug 2010 | $48.1M | $48.1M | $0 | 5 | -- |
| Mar 2010 | $39.5M | $39.5M | $0 | 5 | -- |
| Nov 2007 | $30M | $30M | $0 | 5 | -- |
DateApr 2025
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$149.8M
Discretionary$149.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees2
Clients1
DateJan 2021
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees2
Clients1
DateJun 2020
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2020
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees3
Clients1
DateFeb 2019
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees3
Clients2
DateApr 2018
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients1
DateJan 2018
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients1
DateMay 2012
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$63.5M
Discretionary$63.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$53.8M
Discretionary$51.1M
Non-Disc.$2.7M
Employees5
Clients--
DateAug 2010
Total AUM$48.1M
Discretionary$48.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$39.5M
Discretionary$39.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--