BLUESTONEÂ® FINANCIAL ADVISORS, LLC

7910 Woodmont Avenue
Suite 1350
Bethesda, Maryland 20814
Tel: (301) 841-0203

About BLUESTONEÂ® FINANCIAL ADVISORS, LLC

BLUESTONEÂ® FINANCIAL ADVISORS, LLC, formally registered with the SEC as BLUESTONEÂ® FINANCIAL ADVISORS, LLC. The firm was established in 05/04/2022. They have over 3 offices throughout the country.

BLUESTONEÂ® FINANCIAL ADVISORS, LLC is a Bethesda, Maryland based Financial Planning firm with nearly $146,446,558 assets under management, offering retirement planning & investment advisory services to 121 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146946
SEC#	801-124948
Assets Managed by Firm	$146,446,558
No. of Clients	121
No. of Advisors	3

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	121	$146,446,558
High net worth individuals	39	$144,657,560
Corporations or other businesses	Fewer than 5 clients	$1,788,998

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