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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bristlecone Advisors LLC
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|---|---|
| CRD # | 109227 |
| SEC # | 801-56359 |
| CIK # | 0001671716 |
| AUM | $2.1 B (2025-07-11) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Phone | 206-664-2500 |
| Address | 10900 NE 4th Street, Suite 1920 Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 157.3 | ||
| Nvidia Corp | 41.5 | ||
| Apple Inc | 40.7 | ||
| Amazon Com Inc | 34.5 | ||
| Costco Wholesale Corp /NEW | 26.4 | ||
| Gallagher Arthur J & Co | 21.7 | ||
| Alphabet Inc | 18.7 | ||
| Facebook Inc | 14.5 | ||
| J P Morgan Chase & Co | 10.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 0.0 |
| (b) Individuals (high net worth individuals) | 310 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,263 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,263 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,263 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,263 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001671716] |
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|---|---|---|
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Ausdal Financial Partners Inc
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IA | 2.1 |
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RKL Wealth Management LLC
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Creativeone Securities LLC
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KS | 2.1 |
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Relyea Zuckerberg Hanson LLC
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CornerStone Wealth Group LLC
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NC | 2.1 |
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Pacific Income Advisers Inc
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Consolidated Planning Corporation
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|
Parsons Capital Management Inc
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RI | 2.1 |
|
LM Kohn & Company
✚
|
OH | 2.1 |
|
Meeder Advisory Services Inc
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|
OH | 2.1 |