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Building 2BLUEDOOR PRIVATE WEALTH, LLC

Map pinBEVERLY, MA
Phone781-810-4604
NotebookSEC #801-131443
Total AUM
$337.3M
Employees
6
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 DUNHAM RIDGE
SUITE 1250
BEVERLY
MA 01915
United States
Operating Hours
9:00-4:00
Monday - Friday
Phone
781-810-4604
Other Offices
5

ReceiptFinancials

Total AUM
$337.3M
Accounts
432
Discretionary
$337.3M
Accounts
432
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$32.2M
HNW Individual Clients
68
AUM
$301.2M
Charitable Organization Clients
2
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYOHORTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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