Bristlecone Advisors

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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


Corporate Office:
10900 NE 4th Street, Suite 1920, Bellevue, WA 98004

Portfolio & Notable Allocations


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Bristlecone Advisors | Bellevue Multi Family Office | Altss