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Home > Retirement Planners > florida > boca raton > BLUE WATER ADVISORS LP
BLUE WATER ADVISORS LP
1 North Federal Highway
Suite 300
Boca Raton, Florida 33432-3930
Tel: (561) 282-0770
About BLUE WATER ADVISORS LP
BLUE WATER ADVISORS LP, formally registered with the SEC as BLUE WATER ADVISORS LP. The firm was established in 08/03/2017. They have over 2 offices throughout the country.
BLUE WATER ADVISORS LP is a Boca Raton, Florida based Financial Planning firm with nearly $1,664,993,428 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288923 |
| SEC# | 801-110969 |
| Assets Managed by Firm | $1,664,993,428 |
| No. of Clients | 6 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $1,664,993,428 |
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