Blue Investment Partners LLC

Blue Investment Partners LLC (CRD# 298444) is a financial advisory firm headquartered in Danville, CA. They manage $259,663,527 in 128 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
312 Railroad Avenue, Suite 201, Danville, CA 94526
http://blueinvpartners.com/
By the Numbers
  • Total Assets Under Management
    260
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $2,028,621
Compensation Options
  • A percentage of assets under your management
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.

CA, GA

Financial Advisors at Blue Investment Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Dublin, financial advisor Danville CA
Matthew B. Dublin
CRD#: 2478058
312 Railroad Avenue, Suite 201, Danville, CA 94526

Matthew Dublin (CRD# 2478058) is an Investment Advisor Representative working at Blue Investment Partners LLC in Danville, CA and has over 29 years of experience in the finance industry.

2
Brett Hoover, financial advisor Danville CA
Brett D. Hoover
CRD#: 2068822
312 Railroad Avenue, Suite 201, Danville, CA 94526

Brett Hoover (CRD# 2068822) is an Investment Advisor Representative working at Blue Investment Partners LLC in Danville, CA and has over 18 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals