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Building 2BLUESTONE? FINANCIAL ADVISORS, LLC

Map pinBETHESDA, MD
Phone(301) 841-0203
NotebookSEC #801-124948
Total AUM
$207.3M
Employees
3
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7910 WOODMONT AVENUE
SUITE 1350
BETHESDA
MD 20814
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
(301) 841-0203
Other Offices
2

ReceiptFinancials

Total AUM
$207.3M
Accounts
137
Discretionary
$190M
Accounts
120
Non-Discretionary
$17.3M
Accounts
17

ContactClients

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HNW Individual Clients
50
AUM
$196.8M
Charitable Organization Clients
1
AUM
$10.5M
Corporation or Business Clients
1
AUM
$135

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNY

HandshakeAffiliates

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

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