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Building 2BLUE INVESTMENT PARTNERS LLC

Map pinDANVILLE, CA
Phone(925) 388-6940
NotebookSEC #801-128241
Total AUM
$342.1M
Employees
2
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
312 RAILROAD AVENUE
SUITE 201
DANVILLE
CA 94526
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(925) 388-6940
Other Offices
1

ReceiptFinancials

Total AUM
$342.1M
Accounts
162
Discretionary
$342.1M
Accounts
162
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$3.3M
HNW Individual Clients
74
AUM
$337.3M
Charitable Organization Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGANY

HandshakeAffiliates

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

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