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BRISTOL FINANCIAL LLC
CRD 281246
7701 FORSYTH, SUITE 720, CLAYTON, MO, 63105, United States
Phone
314-925-3008
Fax
314-584-2145
Registration
— (—)
Source
State registered
Total AUM
$84.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Performance-based fees; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $10.0M |
| High net worth individuals | 18 | $74.0M |
All web addresses on file
Official SEC filing: View on IAPD