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BRISTLECONE ADVISORS, LLC

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Company Details

Legal Name: BRISTLECONE ADVISORS, LLC
Jurisdiction: WASHINGTON
Entity Type: WA LIMITED LIABILITY COMPANY
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: January 10th 1997
Expiration date: 31 Jan 2026
UBI Number: 601 762 952
ZIP code: 98004
City: Bellevue
County: KING
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 10900 NE 4TH ST STE 1920, BELLEVUE, WA, 98004-8307, UNITED STATES
Principal Office Mailing Address: Google Maps Logo 10900 NE 4TH STREET, SUITE 1920, BELLEVUE, WA, 98038, UNITED STATES

Contact Details

E-Mail: KEVIN.BERRY@BRISTLECONEADVISORS.COM
Phone Number: +1 206-664-6810

Nature of Business

Other Services, INVESTMENT MANAGEMENT SERVICES

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Registered Agent Information

Name Role
BRISTLECONE ADVISORS, LLC Registered Agent

Key Officers & Management

Name Role
KEVIN BERRY Governing Person

Central Index Key

CIK number:
0001671716
Phone:
206-664-2500

Latest Filings

Form type:
13F-HR
File number:
028-17428
Filing date:
2025-05-12
File:
Form type:
13F-HR
File number:
028-17428
Filing date:
2025-01-29
File:
Form type:
13F-HR
File number:
028-17428
Filing date:
2024-10-24
File:

Form 5500 Series

Employer Identification Number (EIN):
911766562
Plan Year:
2023
Number Of Participants:
29
Sponsor's telephone number:
Plan Administrator / Signatory:
KEVIN BERRY(Plan administrator)
Plan Year:
2022
Number Of Participants:
28
Sponsor's telephone number:
Plan Administrator / Signatory:
KEVIN BERRY(Plan administrator)
Plan Year:
2021
Number Of Participants:
28
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
KEVIN BERRY(Plan administrator)
Plan Year:
2020
Number Of Participants:
28
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
KEVIN S BERRY(Plan administrator)
Plan Year:
2019
Number Of Participants:
25
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
WILLIAM ANDERSON(Plan administrator)

Trademarks

Serial Number:
78881852
Mark:
BOUTIQUE EXPERIENCE INSTITUTIONAL CAPABILITIES
Status:
Registration cancelled because registrant did not file an acceptable d...
Mark Type:
Service Mark
Application Filing Date:
2006-05-11
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
BOUTIQUE EXPERIENCE INSTITUTIONAL CAPABILITIES

Goods And Services

For:
Financial services namely, investment advisory services; Financial portfolio management services; Providing information and analysis in the fields of financial ...
First Use:
2006-05-11
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
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