Bluedoor Private Wealth, LLC

Bluedoor Private Wealth, LLC (CRD# 301907) is a financial advisory firm headquartered in Beverly, MA. They manage $94,229,939 in 154 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
50 Dunham Ridge, Suite 1250, Beverly, MA 01915
https://www.bluedoorprivate.com
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $611,883
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Bluedoor Private Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Kozak, financial advisor Beverly MA
Michael C. Kozak
CRD#: 4181027
50 Dunham Ridge, Suite 1250, Beverly, MA 01915

Michael Kozak (CRD# 4181027) is an Investment Advisor Representative working at Bluedoor Private Wealth, LLC in Beverly, MA and has over 23 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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