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Building 2BLUE FIN CAPITAL, INC.

Map pinWARREN, RI
Phone401-454-0772
NotebookSEC #801-56127
Total AUM
$755.9M
Employees
4
Clients
685

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
91 MAIN STREET
SUITE 118
WARREN
RI 02885
United States
Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
401-454-0772

ReceiptFinancials

Total AUM
$755.9M
Accounts
689
Discretionary
$755.9M
Accounts
689
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
266
AUM
$56.9M
HNW Individual Clients
402
AUM
$669.8M
Pension/Profit Sharing Plan Clients
1
AUM
$12.7M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
15
AUM
$14.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNYRI

HandshakeAffiliates

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

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