PAVION BLUE CAPITAL, LLC

23 Corporate Plaza Dr.,
Suite 150
Newport Beach, California 92660
Tel: (213) 805-6698

About PAVION BLUE CAPITAL, LLC

PAVION BLUE CAPITAL, LLC, formally registered with the SEC as PAVION BLUE CAPITAL, LLC. The firm was established in 08/16/2019. They have over 1 offices throughout the country.

PAVION BLUE CAPITAL, LLC is a Newport Beach, California based Financial Planning firm with nearly $362,497,176 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301968
SEC#	801-117170
Assets Managed by Firm	$362,497,176
No. of Clients	557
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	557	$362,497,176
Individuals (other than high net worth individuals)	142	$15,508,592
High net worth individuals	381	$320,086,532
Pension and profit sharing plans	6	$7,552,445
Charitable organizations	10	$2,552,350
Corporations or other businesses	10	$16,641,261

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