Overview
Assets Under Management: $876 million
Headquarters: TAUNTON, MA
High-Net-Worth Clients: 5
Average Client Assets: $57 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.70
Average High-Net-Worth Client Assets: $57 million
Total Client Accounts: 1,920
Discretionary Accounts: 1,920
Regulatory Filings
CRD Number: 330145
Filing ID: 1959889
Last Filing Date: 2025-03-25 14:44:00
Website: https://bristolwealth.com