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Building 2BLUE BEAR FINANCIAL, LLC

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Phone(843) 654-1388
NotebookSEC #801-130271
Total AUM
$28.3M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(843) 654-1388

ReceiptFinancials

Total AUM
$28.3M
Accounts
69
Discretionary
$23.6M
Accounts
52
Non-Discretionary
$4.8M
Accounts
17

ContactClients

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Individual Clients
46
AUM
$12.5M
HNW Individual Clients
8
AUM
$13.9M
Pension/Profit Sharing Plan Clients
7
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICIT FOR REGISTERED INVESTMENT ADVISORS

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Disclosures

None reported

State Registrations
SC

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

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