Blue Ridge Investments LLC

Blue Ridge Investments LLC (CRD# 318314) is a financial advisory firm headquartered in , . They manage $3,687,394 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/sumikot/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $3,687,394
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based 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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Blue Ridge Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sumiko Taku, financial advisor Mountlake Terrace WA
Sumiko Taku
CRD#: 7486251
Mountlake Terrace, WA

Sumiko Taku (CRD# 7486251) is an Investment Advisor Representative working at Blue Ridge Investments LLC in Mountlake Terrace, WA and has over 2 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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