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Building 2BLUE JEAN FINANCIAL LLC

Map pinALBANY, NY
Phone518-631-5471
NotebookSEC #801-130313
Total AUM
$133.3M
Employees
14
Clients
386

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 WOLF ROAD
SUITE 509
ALBANY
NY 12205
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
518-631-5471
Other Offices
9

ReceiptFinancials

Total AUM
$133.3M
Accounts
891
Discretionary
$133.3M
Accounts
891
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
356
AUM
$80.9M
HNW Individual Clients
29
AUM
$52.3M
Charitable Organization Clients
1
AUM
$99.7K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLLAMAMNNCNHNYOKPASCTXVAVTWA

HandshakeAffiliates

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

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