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BLUESPRUCE

15 East Oak Street
Suite 300
Chicago, Illinois 60611
Tel: 312-533-3800

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About BLUESPRUCE

BLUESPRUCE, formally registered with the SEC as BLUESPRUCE. The firm was established in 05/24/2013. They have over 1 offices throughout the country.

BLUESPRUCE is a Chicago, Illinois based Financial Planning firm with nearly $5,928,256,000 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#167311
SEC#801-78091
Assets Managed by Firm$5,928,256,000
No. of Clients7
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total7$5,928,256,000

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