Bristlecone Advisors

Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Bristlecone Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 10 advisors. Bristlecone Advisors manages $1.2 billion and provides investment advisory services for 334 clients (1:34 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $2,000,000
Average Client Balance $3,552,791
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:34
Headquarters Seattle, WA
SEC Filings Forms and Brochures    (CRD # 109227)
State(s) Registered AZ, CA, ID, NC, OR, TX, VA, WA

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