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
https://www.linkedin.com/in/jameseblueii/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OH, PA

Financial Advisors at Blue Advisors
Showing 1 - 1 of 1 top financial advisors.
1
James Blue, financial advisor Upper Arlington OH
James E. Blue
CRD#: 6205303
Upper Arlington, OH

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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