Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > washington > bellevue > BRISTLECONE ADVISORS LLC
BRISTLECONE ADVISORS LLC
10900 Ne 4th Street, Suite 1920
Bellevue, Washington 98004
Tel: 206-664-2500
About BRISTLECONE ADVISORS LLC
BRISTLECONE ADVISORS LLC, formally registered with the SEC as BRISTLECONE ADVISORS LLC. The firm was established in 03/23/1999. They have over 1 offices throughout the country.
BRISTLECONE ADVISORS LLC is a Bellevue, Washington based Financial Planning firm with nearly $1,902,762,121 assets under management, offering retirement planning & investment advisory services to 1210 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109227 |
| SEC# | 801-56359 |
| Assets Managed by Firm | $1,902,762,121 |
| No. of Clients | 1210 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1210 | $1,902,762,121 |
| Individuals (other than high net worth individuals) | 79 | $16,963,158 |
| High net worth individuals | 330 | $1,831,248,478 |
| Charitable organizations | 5 | $16,451,762 |
| Corporations or other businesses | 4 | $38,098,723 |
More Retirement Planning firms in Bellevue, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Bellevue, Washington