BLUE VASE SECURITIES, LLC
Total AUM
$31.6M
Employees
151Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1720 WASHINGTON RD
PO BOX 837
WASHINGTON
PA 15301
USA
PO BOX 837
WASHINGTON
PA 15301
USA
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
724-743-7900
Financials
Total AUM
$31.6M
Accounts
216Discretionary
$29.5M
Accounts
185Non-Discretionary
$2.1M
Accounts
31
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKCAFLGAINKYLAMDNCOHOKPASCTXVAVTWAWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.