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Building 2BRISTLECONE ADVISORS LLC

Map pinBELLEVUE, WA
Phone206-664-2500
NotebookSEC #801-56359
Total AUM
$2.1B
Employees
19
Clients
431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 NE 4TH STREET, SUITE 1920
BELLEVUE
WA 98004
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
206-664-2500

ReceiptFinancials

Total AUM
$2.1B
Accounts
1,263
Discretionary
$2.1B
Accounts
1,263
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$35.9M
HNW Individual Clients
310
AUM
$2B
Charitable Organization Clients
5
AUM
$18.3M
Corporation or Business Clients
3
AUM
$40.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDNCNHNYORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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