BLUE INVESTMENT PARTNERS LLC

312 Railroad Avenue
Suite 201
Danville, California 94526
Tel: (925) 388-6940

About BLUE INVESTMENT PARTNERS LLC

BLUE INVESTMENT PARTNERS LLC, formally registered with the SEC as BLUE INVESTMENT PARTNERS LLC. The firm was established in 06/29/2023. They have over 2 offices throughout the country.

BLUE INVESTMENT PARTNERS LLC is a Danville, California based Financial Planning firm with nearly $259,663,527 assets under management, offering retirement planning & investment advisory services to 128 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298444
SEC#	801-128241
Assets Managed by Firm	$259,663,527
No. of Clients	128
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	128	$259,663,527
Individuals (other than high net worth individuals)	Fewer than 5 clients	$1,557,882
High net worth individuals	61	$255,796,654
Charitable organizations	Fewer than 5 clients	$2,308,991

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