Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

RFG - BRISTOL WEALTH ADVISORS, LLC

dba BRISTOL WEALTH GROUP · CRD 330145 · Registered Investment Adviser

RFG - BRISTOL WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in TAUNTON, MA. The firm reports $985,583,020 in regulatory assets under management across 2,073 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$985,583,020
Non-discretionary$0
Total RAUM$985,583,020
Accounts2,073

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 330145. adviserinfo.sec.gov/firm/summary/330145.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.