Blue Marble Investments
Blue Marble Investments (CRD# 141354) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $146,222,129 in 241 accounts and serve the financial needs of clients across 15 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management146MILLION
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Total Number of Accounts241ACCOUNTS
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Average Account Value$606,731
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, IL, LA, MA, MD, ME, NC, NH, NY, OR, PA, TX, VA, WA
Financial Advisors at Blue Marble Investments
1
Sierra Smith (CRD# 7373331) is an Investment Advisor Representative working at Blue Marble Investments in San Luis Obispo, CA and has over 2 years of experience in the finance industry.
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