Blue Water Asset Management

Blue Water Asset Management (CRD# 175362) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $190,341,207 in 1,033 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    1,033
    ACCOUNTS
  • Average Account Value
    $184,261
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, OH, TX

Financial Advisors at Blue Water Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Jay W. Greer
CRD#: 1779326
41 Washington Ave., Suite 260, Grand Haven, MI 49417
93
Wealthminder
score

Jay Greer (CRD# 1779326) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Haven, MI and has over 22 years of experience in the finance industry.

2
David M. Teroller
CRD#: 2039247
4120 E. Beltline Ave., Suite 100, Grand Rapids, MI 49525
93
Wealthminder
score

David Teroller (CRD# 2039247) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 28 years of experience in the finance industry.

3
Scott R. Nicholson
CRD#: 1862660
4120 E. Beltline Ave., Suite 100, Grand Rapids, MI 49525
81
Wealthminder
score

Scott Nicholson (CRD# 1862660) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 8 years of experience in the finance industry.

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