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Building 2BLUE JAY FINANCIAL GROUP, LLC

Map pinDEFIANCE, OH
Phone419-785-4525
NotebookSEC #801-134428
Total AUM
$113.5M
Employees
9
Clients
303

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
509 FOURTH STREET
DEFIANCE
OH 43512
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
419-785-4525

ReceiptFinancials

Total AUM
$113.5M
Accounts
676
Discretionary
$112.6M
Accounts
670
Non-Discretionary
$809.1K
Accounts
6

ContactClients

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Individual Clients
260
AUM
$70.2M
HNW Individual Clients
23
AUM
$42.2M
Pension/Profit Sharing Plan Clients
20
AUM
$996.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
FLINMIOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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