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Building 2BLUE BLAZE FINANCIAL ADVISORS, LLC

Map pinHOLMDEL, NJ
Phone732-333-8160
NotebookSEC #801-79802
Total AUM
$173.8M
Employees
4
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 CRAWFORDS CORNER ROAD
SUITE 1-104R
HOLMDEL
NJ 07733
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
732-333-8160
Other Offices
1

ReceiptFinancials

Total AUM
$173.8M
Accounts
489
Discretionary
$172.2M
Accounts
483
Non-Discretionary
$1.6M
Accounts
6

ContactClients

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Individual Clients
27
AUM
$8.7M
HNW Individual Clients
52
AUM
$163.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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

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