Summary
Bristlecone Financial
Founded in 2004
Description
Bristlecone Value Partners is an independent, employee-owned firm offering investment advisory and retirement planning services to high net worth individuals and families, including those with cross-border needs between France and the US. They provide ...
Strengths
- Bristlecone Financial has a strong market share in their industry
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Bristlecone Financial's annual revenue
$1749000
Based on Kona Equity data
-
Revenue per employee
$249857
-
Annual revenue growth since founding
$87450
Employee Count
7 employees
Executives
Patricia Ellis
Financial Advisor & Assistant
p**@bristleconefi.comRandall Vantassell
Partner
r**@bristleconefi.comJosh Ingram
Partner
j**@bristleconefi.comG Score - 1
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
Location
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Key Information
- Name: Bristlecone Financial
- Category: Investment management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 1 Founded in 2004 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Bristlecone Financial's headquarters are located at 119 Maciver St Ste C 320 Bishop, CA 93514.
Bristlecone Financial's official website is bristleconefi.com
Bristlecone Financial's annual revenue is $1.7 M.
Bristlecone Financial's SIC: 62; 628
Bristlecone Financial's NAICS: 52; 523.
Bristlecone Financial has 7 employees
Bristlecone Financial is in the industry of Investment management.
