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Building 2BLUELINE ADVISORS

Map pinEXETER, NH
Phone603-418-0940
NotebookSEC #801-91171
Total AUM
$247.2M
Employees
3
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 WATER STREET
SUITE 3
EXETER
NH 03833
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
603-418-0940
Other Offices
2

ReceiptFinancials

Total AUM
$247.2M
Accounts
510
Discretionary
$139M
Accounts
408
Non-Discretionary
$108.2M
Accounts
102

ContactClients

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Individual Clients
96
AUM
$27.5M
HNW Individual Clients
52
AUM
$160.9M
Charitable Organization Clients
1
AUM
$1.9M
Investment Advisor Clients
1
AUM
$56.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY SERVICES; CONSULTING ON NON-SECURITIES RELATED PROJECTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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