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BRISTOL WEALTH GROUP
TAUNTON, MA
(508) 822-0122
SEC #801-130278Total AUM
$985.6M
Employees
10Clients
886Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
35 BROADWAY
2ND FLOOR
TAUNTON
MA 02780
United States
2ND FLOOR
TAUNTON
MA 02780
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(508) 822-0122
Other Offices
1
Financials
Total AUM
$985.6M
Accounts
2,073Discretionary
$985.6M
Accounts
2,073Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
732AUM
$300.3M
HNW Individual Clients
104AUM
$484.8M
Pension/Profit Sharing Plan Clients
1AUM
$7.3M
Charitable Organization Clients
11AUM
$43.2M
Government Entity Clients
6AUM
$73.2M
Corporation or Business Clients
32AUM
$76.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTFLGAMAMENHNYRISCTXVAVT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.