$84.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
51 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2016
- Office Locations
- 1
Office Locations
7701 Forsyth Suite 740 Clayton MO
About Bristol Financial LLC
Bristol Financial LLC is a Clayton-based RIA. The firm has been operating for 10 years. Managing $84.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
64 AVG AGE
$42.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JOHN FRANCIS HORAN III
Managing Director, President
- CRD
- #1904366
- Ownership
- 75% or more
Available
Available
Available
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DAVID Michael APTED
Wealth Management Advisor
- CRD
- #1255773
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $84,000,000 | -- |
| Total | $84,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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