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Building 2BLUELIST PARTNERS, LLC

Map pinOCCOQUAN, VA
Phone703-407-1834
NotebookSEC #801-117032
Total AUM
$134.3M
Employees
1
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 ELLICOTT STREET
SUITE A3
OCCOQUAN
VA 22125
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
703-407-1834
Other Offices
1

ReceiptFinancials

Total AUM
$134.3M
Accounts
84
Discretionary
$134.3M
Accounts
84
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$5.1M
HNW Individual Clients
75
AUM
$129.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNHVA

HandshakeAffiliates

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

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