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BRISTOL WEALTH GROUP
RFG - BRISTOL WEALTH ADVISORS, LLC
CRD 330145 · SEC 801-130278
35 BROADWAY, 2ND FLOOR, TAUNTON, MA, 02780, United States
Phone
(508) 822-0122
Fax
(508) 822-0052
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$985.6M
Discretionary AUM
$985.6M
Team
10 total employees; 6 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 732 | $300.3M |
| High net worth individuals | 104 | $484.8M |
| Charitable organizations | 11 | $43.2M |
| State/municipal entities | 6 | $73.2M |
| Corporations/business entities | 32 | $76.7M |
States served
VT, GA, ME, MA, NY, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD