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Chief Compliance Officer · Barton Investment Management, LLC

Janna M. Forte

CRD 2272576 · Named on Form ADV at one SEC-registered adviser

At a glance

Barton Investment Management, LLC, an SEC-registered wealth manager based in W. Conshohocken, PA with $985 million in regulatory assets, lists Janna M. Forte on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Janna’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John B. RileyManaging Member / President, Barton Investment Management, LLC
  • Henry B. RileyCo-Founder/member, Barton Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.