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BRISTOL ADVISORS, LLC
WEST CONSHOHOCKEN, PA
610.671.2346
SEC #801-107925Total AUM
$231.1M
Employees
1Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
200 FOUR FALLS, SUITE 211,
1001 CONSHOHOCKEN STATE ROAD
WEST CONSHOHOCKEN
PA 19428
United States
1001 CONSHOHOCKEN STATE ROAD
WEST CONSHOHOCKEN
PA 19428
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
610.671.2346
Other Offices
1
Financials
Total AUM
$231.1M
Accounts
1Discretionary
$231.1M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
1AUM
$231.1M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
PA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.