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BLUE MARBLE INVESTMENTS
1085 Higuera St.
Suite 120
San Luis Obispo, California 93401
Tel: 805-595-1820
About BLUE MARBLE INVESTMENTS
BLUE MARBLE INVESTMENTS, formally registered with the SEC as BLUE MARBLE INVESTMENTS. The firm was established in 03/05/2021. They have over 1 offices throughout the country.
BLUE MARBLE INVESTMENTS is a San Luis Obispo, California based Financial Planning firm with nearly $146,222,129 assets under management, offering retirement planning & investment advisory services to 241 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141354 |
| SEC# | 801-120447 |
| Assets Managed by Firm | $146,222,129 |
| No. of Clients | 241 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 241 | $146,222,129 |
| Individuals (other than high net worth individuals) | 189 | $38,553,500 |
| High net worth individuals | 44 | $92,043,014 |
| Charitable organizations | 3 | $15,423,385 |
| Corporations or other businesses | 2 | $202,230 |
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