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Building 2BLUE MARBLE INVESTMENTS

Map pinSANTA BARBARA, CA
Phone805-595-1820
NotebookSEC #801-120447
Total AUM
$205.1M
Employees
3
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1117 STATE ST. #85
SANTA BARBARA
CA 93101
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
805-595-1820

ReceiptFinancials

Total AUM
$205.1M
Accounts
411
Discretionary
$205.1M
Accounts
411
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
188
AUM
$50.1M
HNW Individual Clients
50
AUM
$136.1M
Charitable Organization Clients
4
AUM
$17.7M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCGAILINMAMDMENCNYORPATXWA

HandshakeAffiliates

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

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