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Building 2BLUEFIN FINANCIAL

Map pinMOORESTOWN, NJ
Phone(856) 795-9998
NotebookSEC #801-112245
Total AUM
$289.6M
Employees
4
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 WEST ROUTE 38
SUITE 106
MOORESTOWN
NJ 08057
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(856) 795-9998

ReceiptFinancials

Total AUM
$289.6M
Accounts
708
Discretionary
$272.1M
Accounts
670
Non-Discretionary
$17.5M
Accounts
38

ContactClients

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Individual Clients
261
AUM
$77.2M
HNW Individual Clients
68
AUM
$206.3M
Pension/Profit Sharing Plan Clients
2
AUM
$6.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMDNJPASCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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