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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- North bridgeFrontier north +more
- Established Date
- 10-13-2000
- Office Locations
- 1
Office Locations
About Bartley Financial Advisors, LLC
Bartley Financial Advisors, LLC is a fee-only RIA in Bedford, NH providing personal, comprehensive financial planning and ongoing advice built around each client’s goals. The team includes CFPs and CPAs and supports plan implementation across investments, taxes, and retirement planning, including small-business 401(k)/profit-sharing strategies. Client relationships are designed to be flexible, with an ongoing value-based engagement model.
Team overview
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Owner & Executives
ROBERT CHARLES BARTLEY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3070452
- Ownership
- 75% or more
BIANCA NATALIE MAMMOLA
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- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,031,081 | $336,982 |
| Non-Discretionary | $25,550,138 | $207,725 |
| Total | $151,581,219 | $304,992 |
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Separately Managed Accounts
Total SMA Asset: $151,581,219
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,803,165,848 | 41.2% |
| Equity - Exchange | $884,076,460 | 20.2% |
| Cash | $1,689,373,829 | 38.6% |
| Total | $4,376,616,137 | 100.0% |