RFG - BRISTOL WEALTH ADVISORS, LLC
Legal name: BRISTOL WEALTH GROUP
CRD #330145 SEC #801-130278 TAUNTON, MA (508) 822-0122
SEC Registered
Total AUM
$876.5M
Discretionary
$876.5M
Employees
8
Clients
--
Accounts
1,920
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $876.5M | $876.5M | $0 | 8 | 1 |
| Mar 2025 | $876.5M | $876.5M | $0 | 8 | 1 |
| Dec 2024 | $754.4M | $754.4M | $0 | 8 | 0 |
| Nov 2024 | $754.4M | $754.4M | $0 | 8 | 0 |
| Sep 2024 | $754.4M | $754.4M | $0 | 8 | 0 |
DateOct 2025
Total AUM$876.5M
Discretionary$876.5M
Non-Disc.$0
Employees8
Clients1
DateMar 2025
Total AUM$876.5M
Discretionary$876.5M
Non-Disc.$0
Employees8
Clients1
DateDec 2024
Total AUM$754.4M
Discretionary$754.4M
Non-Disc.$0
Employees8
Clients0
DateNov 2024
Total AUM$754.4M
Discretionary$754.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$754.4M
Discretionary$754.4M
Non-Disc.$0
Employees8
Clients0