Robert Barth

Financial advisor at Aventine Financial Group · Doylestown, PA

Last updated 2026-10-10

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Robert Barth is a financial advisor at Aventine Financial Group in Doylestown, PA, CRD 7722502. Licenses and exams on the registration: Series 65. IAPD registration began 2023-05-04.

Registration

CRD number
7722502
Registration status
Active
IAPD registration
2023-05-04
Industry Experience
3 years
Work Experience
10 years
States registered
PA

Licenses and exams

  • Series 65

Work history

  • 2022-06 to Present · Aventine Financial Group · Doylestown, PA
  • 2016-10 to 2022-06 · Rsm US LLP · Blue Bell, PA

Current employment

SEC IAPD record for Robert Barth

Aventine Financial Group

Regulatory AUM
$153,133,400
Registered advisors
3
Offices
3
Average AUM per client
$1.2M (Low)
High-net-worth client ratio
42.1% (Moderate)

Aventine Financial Group: advisors, services and reported ETF investments

About

Robert Barth is a financial advisor at Aventine Financial Group in Doylestown, PA. Reported securities licenses include Series 65. The latest record indicates 3 years of industry experience and 10 years of reported work history.

Aventine Financial Group's firm-level Form ADV reports 3 advisors across 3 offices; approximately 44.3 clients per advisor, average assets per client of $1,151,379, and regulatory AUM of $153.1M; client categories including Individuals (non-HNW), High net worth individuals, and Pension and profit-sharing plans; services including Financial Planning Services and Portfolio Management: Individuals and Small Businesses.

What this firm offers

Filed by Aventine Financial Group on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Location

4259 West Swamp Road, Doylestown, PA 18902

3 advisors at this office.

Aventine Financial Group office in Doylestown, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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