Bristlecone Value Partners, LLC

Bristlecone Value Partners, LLC (CRD# 128117) is a financial advisory firm headquartered in Los Angeles, CA. They manage $155,300,000 in 328 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
12301 Wilshire Boulevard, Suite 320, Los Angeles, CA 90025
https://www.facebook.com/bristleconevp/
By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $473,476
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, NH, OR

Financial Advisors at Bristlecone Value Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Fleer, financial advisor Los Angeles CA
David R. Fleer
CRD#: 2807692
12301 Wilshire Boulevard, Suite 320, Los Angeles, CA 90025

David Fleer (CRD# 2807692) is an Investment Advisor Representative working at Bristlecone Value Partners, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry.

2
Josh Graybill, financial advisor Los Angeles CA
Josh T. Graybill
CRD#: 5655874
12301 Wilshire Boulevard, Suite 320, Los Angeles, CA 90025

Josh Graybill (CRD# 5655874) is an Investment Advisor Representative working at Bristlecone Value Partners, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

3
Jean-luc Nouzille, financial advisor Los Angeles CA
Jean-luc F. Nouzille
CRD#: 2208571
12301 Wilshire Boulevard, Suite 320, Los Angeles, CA 90025

Jean-luc Nouzille (CRD# 2208571) is an Investment Advisor Representative working at Bristlecone Value Partners, LLC in Los Angeles, CA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals