Blue Advisors
Blue Advisors (CRD# 316516) is a financial advisory firm headquartered in , . They manage $14,468,158 in 42 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Blue Advisors
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts42ACCOUNTS
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Average Account Value$344,480
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, PA
Financial Advisors at Blue Advisors
1
James Blue (CRD# 6205303) is an Investment Advisor Representative working at Blue Advisors in Upper Arlington, OH and has over 10 years of experience in the finance industry.
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