Bluestone Wealth Management LLC
Bluestone Wealth Management LLC (CRD# 137959) is a financial advisory firm headquartered in Keene, NH. They manage $228,581,803 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bluestone Wealth Management LLC
By the Numbers
-
Total Assets Under Management229MILLION
-
Total Number of Accounts78ACCOUNTS
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Average Account Value$2,930,536
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH
Financial Advisors at Bluestone Wealth Management LLC
1
Elizabeth Catlin (CRD# 5055860) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry.
2
Christine Clinton-Catlin (CRD# 5055870) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry.
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