R H Bluestein & Co

R H Bluestein & Co (CRD# 106229) is a financial advisory firm headquartered in Birmingham, MI. They manage $2,750,904,289 in 1,350 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,751
    MILLION
  • Total Number of Accounts
    1,350
    ACCOUNTS
  • Average Account Value
    $2,037,707
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, MS, NJ, NV, NY, OH, PA, TX, WA, WI

Financial Advisors at R H Bluestein & Co
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey N. Bluestein
CRD#: 4116633
260 East Brown Street, Suite 100, Birmingham, MI 48009
93
Wealthminder
score

Jeffrey Bluestein (CRD# 4116633) is an Investment Advisor Representative working at R H Bluestein & Co in Birmingham, MI and has over 6 years of experience in the finance industry.

2
Robert H. Bluestein
CRD#: 24096
260 East Brown Street, Suite 100, Birmingham, MI 48009
93
Wealthminder
score

Robert Bluestein (CRD# 24096) is an Investment Advisor Representative working at R H Bluestein & Co in Birmingham, MI and has over 32 years of experience in the finance industry.

3
Kevin C. Laplena
CRD#: 5839727
260 East Brown Street, Suite 100, Birmingham, MI 48009
93
Wealthminder
score

Kevin Laplena (CRD# 5839727) is an Investment Advisor Representative working at R H Bluestein & Co in Birmingham, MI and has over 6 years of experience in the finance industry.

4
Kenneth A. Smith
CRD#: 3066862
260 East Brown Street, Suite 100, Birmingham, MI 48009
90
Wealthminder
score

Kenneth Smith (CRD# 3066862) is an Investment Advisor Representative working at R H Bluestein & Co in Birmingham, MI and has 1 year of experience in the finance industry.

5
Joseph A. Zuccaro
CRD#: 5947068
260 East Brown Street, Suite 100, Birmingham, MI 48009
90
Wealthminder
score

Joseph Zuccaro (CRD# 5947068) is an Investment Advisor Representative working at R H Bluestein & Co in Birmingham, MI and has over 3 years of experience in the finance industry.

6
Kory R. Bachman
CRD#: 5451393
260 East Brown Street, Suite 100, Birmingham, MI 48009
87
Wealthminder
score

Kory Bachman (CRD# 5451393) is an Investment Advisor Representative working at R H Bluestein & Co in Birmingham, MI and has 1 year of experience in the finance industry.

7
Cena J. Larsen
CRD#: 6593035
260 East Brown Street, Suite 100, Birmingham, MI 48009
87
Wealthminder
score

Cena Larsen (CRD# 6593035) is an Investment Advisor Representative working at R H Bluestein & Co in Birmingham, MI and has 1 year of experience in the finance industry.

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