BLUE MARLIN HOLDCO LLC

7920 Norfolk Avenue
Ste 200
Bethesda, Maryland 20814
Tel: 202-213-7885

About BLUE MARLIN HOLDCO LLC

BLUE MARLIN HOLDCO LLC, formally registered with the SEC as BLUE MARLIN HOLDCO LLC. The firm was established in 12/10/2021. They have over 1 offices throughout the country.

BLUE MARLIN HOLDCO LLC is a Bethesda, Maryland based Financial Planning firm with nearly $606,262,612 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313892
SEC#	801-122850
Assets Managed by Firm	$606,262,612
No. of Clients	20
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$606,262,612

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