Overview
Assets Under Management: $156 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 323
Discretionary Accounts: 319
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 128117
Last Filing Date: 2025-02-25 00:00:00
Website: https://bristlecone-vp.com