BLUESTONE CAPITAL MANAGEMENT, LLC

37 West Ave
Suite 301
Wayne, Pennsylvania 19087
Tel: 610-337-6500

About BLUESTONE CAPITAL MANAGEMENT, LLC

BLUESTONE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as BLUESTONE CAPITAL MANAGEMENT, LLC. The firm was established in 02/25/2013. They have over 2 offices throughout the country.

BLUESTONE CAPITAL MANAGEMENT, LLC is a Wayne, Pennsylvania based Financial Planning firm with nearly $280,985,152 assets under management, offering retirement planning & investment advisory services to 174 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157841
SEC#	801-77657
Assets Managed by Firm	$280,985,152
No. of Clients	174
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	174	$280,985,152
High net worth individuals	171	$14,187,352

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