BRISTOL CAPITAL ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PARK CITY, Utah
CRD number
168936
Registered since
October 16, 2024

Firm profile

FINTRX

Overview

Bristol Capital Advisors, LLC is organized as a limited liability company and is SEC-registered as of 2024. The firm is categorized as unclassified in available records and is owned by a combination of a domestic entity and an individual. It does not identify as a capital allocator, does not self-report as an active ESG investor, and is not listed as a multi-state adviser. The firm’s public profile does not include standard client-base or fee-structure disclosures.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • PAUL KESSLER

    FounderCRD 1068386

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PARK CITY, UT

SUMMIT

Location

PARK CITY, UT

Headquartered in PARK CITY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SUMMIT
Address
1090 Center Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth