Blue Water Asset Management
Blue Water Asset Management (CRD# 175362) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $334,730,589 in 1,695 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management335MILLION
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Total Number of Accounts1,695ACCOUNTS
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Average Account Value$197,481
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, IL, MI, NC, TX
Jay Greer (CRD# 1779326) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Haven, MI and has over 28 years of experience in the finance industry.
Scott Nicholson (CRD# 1862660) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 14 years of experience in the finance industry.
Beau Redfield (CRD# 6660876) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 5 years of experience in the finance industry.
Mark Redfield (CRD# 1564768) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 37 years of experience in the finance industry.
David Teroller (CRD# 2039247) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 34 years of experience in the finance industry.
Theodore Terzian (CRD# 2208785) is an Investment Advisor Representative working at Blue Water Asset Management in Lansing, MI and has over 32 years of experience in the finance industry.
Nicolle Rumsey (CRD# 5512294) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Rapids, MI and has over 4 years of experience in the finance industry.