Bartley Financial Advisors, LLC
● SEC registered since 2021CRD 124293SEC# 801-121433Bedford, NH
Reg. AUM
$151.6M
Employees
5
Accounts
497
Location
Bedford, NH
Bartley Financial Advisors, LLC assets under management
Bartley Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Bedford, NH. The firm has been registered since 2021. It reports $151.6 million in regulatory assets under management and employs 5 people.
Bartley Financial Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bianca Natalie Mammola Control | Member | 10-25% | 2025 |
| Robert C. Bartley Trust Control | Member | Over 75% | 2018 |
| Robert Charles Bartley Control | Managing Member And Chief Compliance Officer | Over 75% | 2000 |
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Join to unlock · $37/moFrequently asked questions
How much does Bartley Financial Advisors, LLC manage?
Bartley Financial Advisors, LLC reports $151.6 million in regulatory assets under management on its Form ADV.
How many employees does Bartley Financial Advisors, LLC have?
Bartley Financial Advisors, LLC reports 5 employees.
Where is Bartley Financial Advisors, LLC located?
Bartley Financial Advisors, LLC is based in Bedford, NH and has been SEC-registered since 2021.
Does Bartley Financial Advisors, LLC disclose fund performance?
Bartley Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 169 South River Road, Suite 17, Bedford, NH 03110 |
| Phone | 603-625-9900 |
| Fax | 603-625-9908 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.6M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$151.6Mregulatory AUM
Discretionary $126MNon-discretionary $25.6M