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BLUEDOG ADVISORY
LOS ANGELES, CA
860-393-1716
SEC #801-113786Total AUM
$82.6M
Employees
2Clients
152Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3435 WILSHIRE BLVD
1103
LOS ANGELES
CA 90010
United States
1103
LOS ANGELES
CA 90010
United States
Operating Hours
8-5 EST
Monday - Friday
Monday - Friday
Phone
860-393-1716
Other Offices
1
Financials
Total AUM
$82.6M
Accounts
326Discretionary
$82.6M
Accounts
326Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
96AUM
$11.3M
HNW Individual Clients
47AUM
$54.4M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
2AUM
$11.2M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$5.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.