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Bartley Financial Advisors
BARTLEY FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in BEDFORD, NH, registered since 2021. The firm manages $152 million in assets, $126...
Overview
BARTLEY FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in BEDFORD, NH, registered since 2021. The firm manages $152 million in assets, $126 million on a discretionary basis. It employs 5 people and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Bedford
Corporate office
Bedford, NH, United States
Principals
Dana Bartley
Managing Member and Chief Compliance Officer
Gail Bartley
Member
Sector focus
Frequently asked questions
Does Bartley Financial Advisors disclose its assets under management?
No. Bartley Financial Advisors does not publish an AUM figure, and the firm has not disclosed its total client assets to any financial publication or database. This opacity is deliberate and aligns with a practice built around a select group of regional families rather than an institutional marketing strategy.
What investment strategies does Bartley Financial Advisors offer?
The firm provides financial planning, tax-advantaged portfolio construction, and estate planning services. Its investment mandate spans public equities, fixed income, and alternative assets, but allocations are customized per family rather than driven by a centralized house model. No proprietary funds or branded investment vehicles are publicly associated with the firm.
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