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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| DETWILER, JAMES, BRINTON | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| ERICKSON, ERIC, GEORGE | I | MEMBER/DIRECTOR | B | |
| ERICKSON, ERIC, GEORGE | I | MEMBER/DIRECTOR | B | |
| MCHUGH, PATRICIA, MARKELL | I | SENIOR PORTFOLIO MANAGER | B | |
| MCHUGH, PATRICIA, MARKELL | I | MEMBER/SENIOR PORTFOLIO MANAGER | B | |
| MCHUGH, PATRICIA, MARKELL | I | MEMBER/SENIOR PORTFOLIO MANAGER | B | |
| ERICKSON, ERIC, GEORGE | I | DIRECTOR | A |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (5)
DE GA NH PA TX
Address
388 W. POTHOUSE ROADSUITE A
PHOENIXVILLE, PA 19460
United States
Phone: 610-917-2210