BRISTOL FINANCIAL LLC

RIASEC Registered
Total AUM
$84M
Discretionary
$0
0% of AUM
Avg account
$449K
Accounts
187
Employees
2
Advisory reps
2

Firm details

Headquarters
CLAYTON, Missouri
CRD number
281246
Website
bristolfinancial.net
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • HNWI88.1%
  • Individuals11.9%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bristol Financial LLC is an independent, individual-owned registered investment adviser that serves mainly individual and family clients. The firm positions itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Its fee structure includes asset-based fees and performance-based components, and the adviser is not identified as an active ESG investor. The firm reports an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, US Government Bonds 30%, Public Funds/Mutual Funds 10%, Private Funds 5%, Cash & Cash Equivalents 5%50%
  • Exchange Traded Equities50%
  • US Government Bonds30%
  • Public Funds/Mutual Funds10%
  • Private Funds5%
  • Cash & Cash Equivalents5%

Contacts

2 of 2

  • JOHN HORAN

    Managing Director, Senior Investment AdvisorCRD 1904366

  • DAVID APTED

    Senior Wealth Management AdvisorCRD 1255773

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLAYTON, MO

SAINT LOUIS

Location

CLAYTON, MO

Headquartered in CLAYTON, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
7701 Forsyth Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth