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Home > Retirement Planners > california > los angeles > BRISTLECONE VALUE PARTNERS, LLC
BRISTLECONE VALUE PARTNERS, LLC
12301 Wilshire Boulevard
Suite 320
Los Angeles, California 90025
Tel: 310-806-4141
About BRISTLECONE VALUE PARTNERS, LLC
BRISTLECONE VALUE PARTNERS, LLC, formally registered with the SEC as BRISTLECONE VALUE PARTNERS, LLC. The firm was established in 03/09/2015. They have over 4 offices throughout the country.
BRISTLECONE VALUE PARTNERS, LLC is a Los Angeles, California based Financial Planning firm with nearly $156,100,000 assets under management, offering retirement planning & investment advisory services to 323 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128117 |
| SEC# | 801-81088 |
| Assets Managed by Firm | $156,100,000 |
| No. of Clients | 323 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 323 | $156,100,000 |
| Individuals (other than high net worth individuals) | 27 | $5,500,000 |
| High net worth individuals | 63 | $144,100,000 |
| Charitable organizations | 2 | $1,400,000 |
| Corporations or other businesses | 1 | $100,000 |
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