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Bartley Financial Advisors, LLC

● SEC registered since 2021CRD 124293SEC# 801-121433Bedford, NH
Export (members)
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
NameTitleOwnershipSince
Bianca Natalie Mammola ControlMember10-25%2025
Robert C. Bartley Trust ControlMemberOver 75%2018
Robert Charles Bartley ControlManaging Member And Chief Compliance OfficerOver 75%2000
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Frequently 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

Address169 South River Road, Suite 17, Bedford, NH 03110
Phone603-625-9900
Fax603-625-9908
Office hours9a.m. - 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$151.6M▲ 18%
Jan '25 — $128.5MFeb '25 — $128.5MMar '25 — $140MApr '25 — $140MMay '25 — $140MJun '25 — $140MJul '25 — $140MAug '25 — $140MSep '25 — $140MOct '25 — $140MNov '25 — $140MDec '25 — $140MJan '26 — $140MFeb '26 — $140MMar '26 — $151.6MApr '26 — $151.6MMay '26 — $151.6MJun '26 — $151.6M
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