1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLUE MARBLE INVESTMENTS, LLC

Map pinSAN LUIS OBISPO, CA
Phone805-595-1820
NotebookSEC #801-67103
Total AUM
$18M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1540 MARSH STREET
SUITE 240
SAN LUIS OBISPO
CA 93401
USA
Operating Hours
9-5
Monday - Friday
Phone
805-595-1820

ReceiptFinancials

Total AUM
$18M
Accounts
43
Discretionary
$18M
Accounts
43
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SET-UP FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account