JOHN W. BRISTOL & CO., INC.

RIASEC RegisteredEst. 1978

Total AUM

$7.1B

Discretionary

$7B

100% of AUM

Avg account

$45M

Accounts

157

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105597
Registered since: June 30, 1978
Website: www.jwbristol.com
Custodians: WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, FIDUCIARY TRUST COMPANY INTERNATIONAL
Fee structure: Percentage of AUM
Client types: HNWI56.1%
Charitable Organizations31.26%
Pension & Profit Sharing Plans7.64%
Pooled Investment Vehicles2.93%
Corporations / Businesses1.16%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

John W. Bristol & Co, Inc. is a privately owned corporate RIA that has been SEC-registered since 1978. The firm manages portfolios for individuals and families as well as institutional and business clients, charging fees as a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and portfolios for institutions or businesses. The firm reports no active ESG investing program, does not describe itself as a capital allocator, and is not marked as a multi-state adviser or pension consultant.