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RONALD A. BARTLETT & ASSOCIATES, LTD
CRD 147038
31-07 FARRINGTON ST., 2ND FLOOR, FLUSHING, NY, 11354, United States
Phone
718-461-7632
Fax
718-460-8406
Registration
— (—)
Source
State registered
Total AUM
$13.5M
Discretionary AUM
$13.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; SOLICITOR/REFERRAL FEES FROM THIRD-PARTY INVESTMENT ADVISERS
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $11.1M |
| High net worth individuals | 2 | $2.3M |
| Pension/profit sharing plans | 1 | $181K |
All web addresses on file
Official SEC filing: View on IAPD