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Bristlecone Advisors Overview
Type
Multi Family Office
Year Founded
1999
General Information
Bristlecone Advisors is a multi-family office headquartered in Seattle. Founded in 1999 by investment adviser Keith Vernon, it began as an independent advisory practice and now coordinates investment management, bill payment, tax planning and generational transition for high-net-worth families across the Pacific Northwest. The firm employs an open-architecture investment process, custodies assets with Schwab Institutional and oversees more than $2 billion for roughly 150 client relationships.
Contact Information
Website:
https://www.bristleconeadvisors.com
Year Founded:
1999
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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