1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLUESPHERE ADVISORS LLC

Map pinEAST NORRITON, PA
Phone(610) 277-1515
NotebookSEC #801-117413
Total AUM
$506.2M
Employees
8
Clients
484

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2108 DEKALB PIKE
EAST NORRITON
PA 19401
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(610) 277-1515
Other Offices
3

ReceiptFinancials

Total AUM
$506.2M
Accounts
1,280
Discretionary
$503.9M
Accounts
1,274
Non-Discretionary
$2.3M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
314
AUM
$91.1M
HNW Individual Clients
168
AUM
$411.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLLAMDNCNHNJNYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account