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Building 2BLUE OCEAN PORTFOLIOS, LLC

Map pinSAINT LOUIS, MO
Phone314-997-7400
NotebookSEC #801-77964
Total AUM
$124.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1588 SOUTH LINDBERGH
SUITE 205
SAINT LOUIS
MO 63131-3513
United States
Operating Hours
8:30 AM - 5:00 PM
MON - FRI & SAT BY APPT.
Phone
314-997-7400

ReceiptFinancials

Total AUM
$124.6M
Accounts
292
Discretionary
$124.6M
Accounts
292
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FIDUCIARY LEVEL SERVICES TO QUALIFIED RETIREMENT PLANS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
DEFINED CONTRIBUTION FIDUCIARY SERVICES FEES

Shield checkCompliance

Disclosures
Pending Regulatory ProceedingSEC/CFTC Order Entry
State Registrations
ILMOTX

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

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