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Building 2BLUE WATER CAPITAL MANAGEMENT, LLC

Map pinSYRACUSE, NY
Phone315-438-8690
NotebookSEC #801-67718
Total AUM
$150.2M
Employees
4
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
507 PLUM ST.
SUITE 102
SYRACUSE
NY 13204
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
315-438-8690

ReceiptFinancials

Total AUM
$150.2M
Accounts
642
Discretionary
$150.2M
Accounts
642
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
299
AUM
$62M
HNW Individual Clients
20
AUM
$28M
Pension/Profit Sharing Plan Clients
12
AUM
$55.8M
Government Entity Clients
1
AUM
$930.7K
Corporation or Business Clients
2
AUM
$3.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSNHNYPATX

HandshakeAffiliates

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

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