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JOHN W. BRISTOL & CO., INC.
CRD 105597 · SEC 801-13942
48 WALL STREET, 18TH FLOOR, NEW YORK, NY, 10005-2924, United States
Phone
212-389-5880
Fax
212-389-5885
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.07B
Discretionary AUM
$7.04B
Team
18 total employees; 9 advisory reps; 155 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 83 | $3.96B |
| Pooled investment vehicles | 1 | $206.9M |
| Pension/profit sharing plans | 13 | $539.9M |
| Charitable organizations | 52 | $2.21B |
| Corporations/business entities | 7 | $82.3M |
States served
CA, CO, DE, GA, ME, MA, NJ, NY, NC, PA, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD