Bristlecone Advisors LLC
Bristlecone Advisors LLC (CRD# 109227) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,902,762,121 in 1,210 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management1,903MILLION
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Total Number of Accounts1,210ACCOUNTS
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Average Account Value$1,572,531
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, ID, NC, NH, NY, OR, TX, VA, WA
Kevin Berry (CRD# 2894776) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 26 years of experience in the finance industry.
Adam Guenther (CRD# 4894540) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 19 years of experience in the finance industry.
Kevin McCandlish (CRD# 2377585) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 30 years of experience in the finance industry.
Scott Oswald (CRD# 4344161) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has 1 year of experience in the finance industry.
Christopher Taylor (CRD# 4367955) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 22 years of experience in the finance industry.
Anthony Waltier (CRD# 5785495) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 13 years of experience in the finance industry.
Joseph Winkler (CRD# 4355146) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has over 22 years of experience in the finance industry.
Justin Rolfe (CRD# 7172316) is an Investment Advisor Representative working at Bristlecone Advisors LLC in Bellevue, WA and has 1 year of experience in the finance industry.