Bristol Wealth Group
Firm details
- Headquarters
- Taunton, Massachusetts
- CRD number
- 330145
- Registered since
- May 16, 2024
- Website
- www.bristolcountysavings.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.19%
- Individuals30.47%
- Corporations / Businesses7.78%
- State / Municipal Government7.43%
- Charitable Organizations4.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bristol Wealth Group is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and serves both individual and family clients as well as institutional investors. Advisory services include financial planning and portfolio management for individuals, small businesses and larger business or institutional clients. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. Bristol Wealth Group also operates as an insurance broker and lists an industry affiliation with a banking or thrift institution. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds36%
- Exchange Traded Equities16%
- US Government Bonds14%
- State & Local Bonds13%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$385M in ETFs
60%
$232M
27%
$152M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $51.5M | 67,230 | 13.38% |
Location
Taunton, MA
Bristol
Location
Taunton, MA
Headquartered in Taunton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 35 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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