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Joseph Brennan Winkler

BRISTLECONE ADVISORS LLC·BELLEVUE, Washington
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10900 NE 4TH STREET, SUITE 1920, BELLEVUE, WA 98004CRD# 4355146Firm CRD# 109227
01

About

Joseph Brennan Winkler is a registered financial advisor based in BELLEVUE, Washington, affiliated with BRISTLECONE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRISTLECONE ADVISORS LLC
BRISTLECONE ADVISORS LLC
AUM
$1.9B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at BRISTLECONE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4355146
Firm CRD# 109227
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Brennan Winkler offer?
Joseph Brennan Winkler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Joseph Brennan Winkler's credentials?
Joseph Brennan Winkler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Brennan Winkler located?
Joseph Brennan Winkler is based in BELLEVUE, Washington, working with BRISTLECONE ADVISORS LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Joseph Brennan Winkler charge for services?
Joseph Brennan Winkler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRISTLECONE ADVISORS LLC?
BRISTLECONE ADVISORS LLC has approximately 19 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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Research
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