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BI PARTNERS LLC
BI PARTNERS LLC
BRISTOL INVESTMENT PARTNERS LLC
DARIEN, Connecticut
·
3 registered advisors
·
CRD# 154252
SEC# 801-71903
203 656-2400
01
Firm Overview
AUM
$75M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Other: PERFORMANCE BASED FEES
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BI PARTNERS LLC
3 registered advisors
Anna Anastasia Saras Povinelli
DARIEN, Connecticut
CRD# 5250024
Stephanie Jean Maltz
DARIEN, Connecticut
CRD# 2283317
William James Reik
DARIEN, Connecticut
CRD# 1303149
05
Office Locations
DARIEN, Connecticut
3 advisors
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Data sourced from SEC Form ADV filings. BI PARTNERS LLC (CRD# 154252) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.