John W. Bristol & Co, Inc.

RIASEC RegisteredEst. 1978

Total AUM

$7.1B

Discretionary

$7B

100% of AUM

Avg account

$45M

Accounts

157

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105597
Registered since: June 30, 1978
Website: www.jwbristol.com
Custodians: WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, FIDUCIARY TRUST COMPANY INTERNATIONAL
Fee structure: Percentage of AUM
Client types: HNWI56.1%
Charitable Organizations31.26%
Pension & Profit Sharing Plans7.64%
Pooled Investment Vehicles2.93%
Corporations / Businesses1.16%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

John W. Bristol & Co, Inc. is a privately owned corporate RIA that has been SEC-registered since 1978. The firm manages portfolios for individuals and families as well as institutional clients. Its advisory mandate covers discretionary portfolio management for individual and small-business clients, pooled investment vehicles, and businesses or institutions. Compensation is charged as a percentage of assets under management. The firm does not identify as an ESG-focused investor and is not listed as a multi-state or newly formed adviser.